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Wealthspire Advisors, LLC: DTH position timeline

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

Wealthspire Advisors, LLC held 112,381 DTH 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 112,381 shares
    Change vs previous 13F -1,936 shares

    0.03% of the 13F portfolio, value $6,080,934.

    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 114,317 shares
    Change vs previous 13F -5,525 shares

    0.05% of the 13F portfolio, value $6,183,409.

    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 119,842 shares
    Change vs previous 13F -4,260 shares

    0.05% of the 13F portfolio, value $6,184,410.

    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 124,102 shares
    Change vs previous 13F +967 shares

    0.03% of the 13F portfolio, value $6,099,825.

    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 123,135 shares
    Change vs previous 13F -18,723 shares

    0.03% of the 13F portfolio, value $5,705,291.

    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 141,858 shares
    Change vs previous 13F -6,775 shares

    0.04% of the 13F portfolio, value $6,023,401.

    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 148,633 shares
    Change vs previous 13F +1,830 shares

    0.06% of the 13F portfolio, value $5,615,354.

    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 146,803 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,083,486.

    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).