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Wealthspire Advisors, LLC: EFV position timeline

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

Wealthspire Advisors, LLC held 31,753 EFV 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 31,753 shares
    Change vs previous 13F +432 shares

    0.01% of the 13F portfolio, value $2,430,680.

    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 31,321 shares
    Change vs previous 13F +1,901 shares

    0.02% of the 13F portfolio, value $2,328,690.

    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 29,420 shares
    Change vs previous 13F -28,336 shares

    0.02% of the 13F portfolio, value $2,100,857.

    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 57,756 shares
    Change vs previous 13F -1,058 shares

    0.02% of the 13F portfolio, value $3,917,542.

    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 58,814 shares
    Change vs previous 13F +2,378 shares

    0.02% of the 13F portfolio, value $3,733,468.

    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 56,436 shares
    Change vs previous 13F +29,272 shares

    0.02% of the 13F portfolio, value $3,326,306.

    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 27,164 shares
    Change vs previous 13F +71 shares

    0.01% of the 13F portfolio, value $1,425,280.

    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 27,093 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,558,661.

    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).