Wealthspire Advisors, LLC: EGBN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthspire Advisors, LLC on EGBN, newest first. How the timeline and the estimate are built.
Wealthspire Advisors, LLC held 22,583 EGBN shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 22,583 sharesChange vs previous 13F -821 shares
<0.01% of the 13F portfolio, value $641,138.
13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 23,404 sharesChange vs previous 13F +23,404 shares
<0.01% of the 13F portfolio, value $582,059.
13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 0 sharesChange vs previous 13F -1,178 shares
13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 1,178 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $23,828.
13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).