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Wealthspire Advisors, LLC: EIPI position timeline

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

Wealthspire Advisors, LLC held 727,590 EIPI 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 727,590 shares
    Change vs previous 13F -46,863 shares

    0.09% of the 13F portfolio, value $15,890,560.

    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 774,453 shares
    Change vs previous 13F -51,793 shares

    0.14% of the 13F portfolio, value $17,417,442.

    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 826,246 shares
    Change vs previous 13F -29,860 shares

    0.13% of the 13F portfolio, value $16,417,504.

    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 856,106 shares
    Change vs previous 13F +20,758 shares

    0.09% of the 13F portfolio, value $16,968,019.

    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 835,348 shares
    Change vs previous 13F -70,262 shares

    0.09% of the 13F portfolio, value $16,472,887.

    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 905,610 shares
    Change vs previous 13F +27,464 shares

    0.11% of the 13F portfolio, value $18,374,840.

    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 878,146 shares
    Change vs previous 13F +20,603 shares

    0.17% of the 13F portfolio, value $17,115,053.

    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 857,543 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $16,593,457.

    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).