Skip to content
Disclosery

Wealthspire Advisors, LLC: DFUS position timeline

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

Wealthspire Advisors, LLC held 172,881 DFUS 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 172,881 shares
    Change vs previous 13F -2,532 shares

    0.08% of the 13F portfolio, value $14,165,862.

    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 175,413 shares
    Change vs previous 13F +264 shares

    0.1% of the 13F portfolio, value $12,438,565.

    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 175,149 shares
    Change vs previous 13F -8,959 shares

    0.1% of the 13F portfolio, value $12,990,802.

    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 184,108 shares
    Change vs previous 13F +2,656 shares

    0.07% of the 13F portfolio, value $13,336,852.

    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 181,452 shares
    Change vs previous 13F +1,457 shares

    0.07% of the 13F portfolio, value $12,160,956.

    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 179,995 shares
    Change vs previous 13F -1,866 shares

    0.07% of the 13F portfolio, value $10,886,125.

    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 181,861 shares
    Change vs previous 13F -4,386 shares

    0.12% of the 13F portfolio, value $11,593,647.

    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 186,247 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $11,584,596.

    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).