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Wealthspire Advisors, LLC: ED position timeline

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

Wealthspire Advisors, LLC held 13,533 ED 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 13,533 shares
    Change vs previous 13F +1,941 shares

    0.01% of the 13F portfolio, value $1,497,184.

    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 11,592 shares
    Change vs previous 13F -2,530 shares

    0.01% of the 13F portfolio, value $1,311,976.

    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 14,122 shares
    Change vs previous 13F +3,050 shares

    0.01% of the 13F portfolio, value $1,402,551.

    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 11,072 shares
    Change vs previous 13F -12,532 shares

    0.01% of the 13F portfolio, value $1,113,002.

    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 23,604 shares
    Change vs previous 13F +1,228 shares

    0.01% of the 13F portfolio, value $2,368,810.

    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 22,376 shares
    Change vs previous 13F +10,851 shares

    0.01% of the 13F portfolio, value $2,474,736.

    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 11,525 shares
    Change vs previous 13F +1,042 shares

    0.01% of the 13F portfolio, value $1,028,397.

    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 10,483 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,091,635.

    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).