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Wealthspire Advisors, LLC: DFUV position timeline

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

Wealthspire Advisors, LLC held 185,258 DFUV 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 185,258 shares
    Change vs previous 13F +6,907 shares

    0.06% of the 13F portfolio, value $10,191,042.

    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 178,351 shares
    Change vs previous 13F -14,302 shares

    0.07% of the 13F portfolio, value $8,642,894.

    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 192,653 shares
    Change vs previous 13F -11,445 shares

    0.07% of the 13F portfolio, value $8,975,700.

    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 204,098 shares
    Change vs previous 13F -2,090 shares

    0.05% of the 13F portfolio, value $9,121,153.

    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 206,188 shares
    Change vs previous 13F -4,877 shares

    0.05% of the 13F portfolio, value $8,717,592.

    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 211,065 shares
    Change vs previous 13F -1,425 shares

    0.05% of the 13F portfolio, value $8,697,981.

    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 212,490 shares
    Change vs previous 13F -2,132 shares

    0.09% of the 13F portfolio, value $8,695,102.

    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 214,622 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $8,947,582.

    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).