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Wealthspire Advisors, LLC: DOW position timeline

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

Wealthspire Advisors, LLC held 16,087 DOW 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 16,087 shares
    Change vs previous 13F -6,129 shares

    <0.01% of the 13F portfolio, value $440,132.

    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 22,216 shares
    Change vs previous 13F -2,172 shares

    0.01% of the 13F portfolio, value $925,286.

    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 24,388 shares
    Change vs previous 13F +1,505 shares

    <0.01% of the 13F portfolio, value $570,183.

    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 22,883 shares
    Change vs previous 13F -749 shares

    <0.01% of the 13F portfolio, value $524,710.

    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 23,632 shares
    Change vs previous 13F +450 shares

    <0.01% of the 13F portfolio, value $625,764.

    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 23,182 shares
    Change vs previous 13F -23,061 shares

    <0.01% of the 13F portfolio, value $809,509.

    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 46,243 shares
    Change vs previous 13F +2,114 shares

    0.02% of the 13F portfolio, value $1,855,717.

    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 44,129 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,410,769.

    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).