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Wealthspire Advisors, LLC: EZBC position timeline

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

Wealthspire Advisors, LLC held 10,007 EZBC 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 10,007 shares
    Change vs previous 13F -3,756 shares

    <0.01% of the 13F portfolio, value $339,338.

    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 13,763 shares
    Change vs previous 13F -925 shares

    <0.01% of the 13F portfolio, value $539,372.

    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 14,688 shares
    Change vs previous 13F +920 shares

    0.01% of the 13F portfolio, value $743,213.

    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 13,768 shares
    Change vs previous 13F +2,640 shares

    <0.01% of the 13F portfolio, value $911,580.

    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 11,128 shares
    Change vs previous 13F -7,560 shares

    <0.01% of the 13F portfolio, value $694,610.

    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 18,688 shares
    Change vs previous 13F -2,566 shares

    0.01% of the 13F portfolio, value $892,539.

    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 21,254 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,150,904.

    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).