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Wealthspire Advisors, LLC: DFSI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthspire Advisors, LLC on DFSI, newest first. How the timeline and the estimate are built.

Wealthspire Advisors, LLC held 218,754 DFSI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 218,754 shares
    Change vs previous 13F +160,368 shares

    0.05% of the 13F portfolio, value $9,865,811.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 58,386 shares
    Change vs previous 13F -988 shares

    0.02% of the 13F portfolio, value $2,475,588.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 59,374 shares
    Change vs previous 13F -154 shares

    0.02% of the 13F portfolio, value $2,543,872.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 59,528 shares
    Change vs previous 13F -3,554 shares

    0.01% of the 13F portfolio, value $2,437,686.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 63,082 shares
    Change vs previous 13F +156 shares

    0.01% of the 13F portfolio, value $2,486,059.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 62,926 shares
    Change vs previous 13F -270 shares

    0.01% of the 13F portfolio, value $2,195,472.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 63,196 shares
    Change vs previous 13F -33,974 shares

    0.02% of the 13F portfolio, value $2,075,974.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 97,170 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,472,373.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).