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Wealthspire Advisors, LLC: EAGG position timeline

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

Wealthspire Advisors, LLC held 690,130 EAGG 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 690,130 shares
    Change vs previous 13F +32,361 shares

    0.18% of the 13F portfolio, value $32,719,052.

    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 657,769 shares
    Change vs previous 13F -10,933 shares

    0.25% of the 13F portfolio, value $31,276,938.

    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 668,702 shares
    Change vs previous 13F +28,990 shares

    0.25% of the 13F portfolio, value $31,997,370.

    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 639,712 shares
    Change vs previous 13F +20,805 shares

    0.16% of the 13F portfolio, value $30,725,359.

    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 618,907 shares
    Change vs previous 13F +1,380 shares

    0.17% of the 13F portfolio, value $29,422,855.

    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 617,527 shares
    Change vs previous 13F +9,965 shares

    0.18% of the 13F portfolio, value $29,320,195.

    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 607,562 shares
    Change vs previous 13F -541,915 shares

    0.28% of the 13F portfolio, value $28,215,173.

    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 1,149,477 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $55,853,067.

    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).