Wealthspire Advisors, LLC: DLR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthspire Advisors, LLC on DLR, newest first. How the timeline and the estimate are built.
Wealthspire Advisors, LLC held 15,010 DLR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 15,010 sharesChange vs previous 13F +10,111 shares
0.01% of the 13F portfolio, value $2,695,539.
13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,899 sharesChange vs previous 13F -1,028 shares
0.01% of the 13F portfolio, value $882,773.
13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,927 sharesChange vs previous 13F +1,160 shares
0.01% of the 13F portfolio, value $917,019.
13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,767 sharesChange vs previous 13F -1,429 shares
<0.01% of the 13F portfolio, value $824,194.
13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,196 sharesChange vs previous 13F +821 shares
0.01% of the 13F portfolio, value $1,080,235.
13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,375 sharesChange vs previous 13F +393 shares
<0.01% of the 13F portfolio, value $770,169.
13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,982 sharesChange vs previous 13F +236 shares
0.01% of the 13F portfolio, value $883,431.
13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,746 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $768,021.
13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).