Skip to content
Disclosery

Wealthspire Advisors, LLC: DTE position timeline

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

Wealthspire Advisors, LLC held 2,991 DTE 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 2,991 shares
    Change vs previous 13F -114 shares

    <0.01% of the 13F portfolio, value $455,739.

    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 3,105 shares
    Change vs previous 13F -1,940 shares

    <0.01% of the 13F portfolio, value $454,014.

    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 5,045 shares
    Change vs previous 13F -181 shares

    0.01% of the 13F portfolio, value $650,705.

    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 5,226 shares
    Change vs previous 13F -524 shares

    <0.01% of the 13F portfolio, value $739,123.

    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 5,750 shares
    Change vs previous 13F -421 shares

    <0.01% of the 13F portfolio, value $761,653.

    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 6,171 shares
    Change vs previous 13F -1,860 shares

    0.01% of the 13F portfolio, value $853,271.

    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 8,031 shares
    Change vs previous 13F -1,045 shares

    0.01% of the 13F portfolio, value $969,748.

    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 9,076 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,165,453.

    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).