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Wealthspire Advisors, LLC: EXC position timeline

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

Wealthspire Advisors, LLC held 27,601 EXC 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 27,601 shares
    Change vs previous 13F +1,289 shares

    0.01% of the 13F portfolio, value $1,286,760.

    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 26,312 shares
    Change vs previous 13F -13,491 shares

    0.01% of the 13F portfolio, value $1,289,837.

    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 39,803 shares
    Change vs previous 13F +7,865 shares

    0.01% of the 13F portfolio, value $1,735,032.

    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 31,938 shares
    Change vs previous 13F +1,435 shares

    0.01% of the 13F portfolio, value $1,437,548.

    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 30,503 shares
    Change vs previous 13F +1,498 shares

    0.01% of the 13F portfolio, value $1,324,426.

    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 29,005 shares
    Change vs previous 13F -104 shares

    0.01% of the 13F portfolio, value $1,336,560.

    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 29,109 shares
    Change vs previous 13F -679 shares

    0.01% of the 13F portfolio, value $1,095,676.

    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 29,788 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,207,885.

    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).