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Wealthspire Advisors, LLC: DSI position timeline

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

Wealthspire Advisors, LLC held 23,703 DSI 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 23,703 shares
    Change vs previous 13F -3,112 shares

    0.02% of the 13F portfolio, value $3,375,110.

    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 26,815 shares
    Change vs previous 13F -1,494 shares

    0.03% of the 13F portfolio, value $3,249,756.

    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 28,309 shares
    Change vs previous 13F -33,903 shares

    0.03% of the 13F portfolio, value $3,646,990.

    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 62,212 shares
    Change vs previous 13F -8,970 shares

    0.04% of the 13F portfolio, value $7,835,562.

    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 71,182 shares
    Change vs previous 13F -1,802 shares

    0.05% of the 13F portfolio, value $8,268,488.

    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 72,984 shares
    Change vs previous 13F +36,517 shares

    0.04% of the 13F portfolio, value $7,474,370.

    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 36,467 shares
    Change vs previous 13F -1,742 shares

    0.04% of the 13F portfolio, value $4,020,519.

    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 38,209 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,156,808.

    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).