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Wealthspire Advisors, LLC: F position timeline

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

Wealthspire Advisors, LLC held 68,571 F 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 68,571 shares
    Change vs previous 13F +15,808 shares

    0.01% of the 13F portfolio, value $953,143.

    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 52,763 shares
    Change vs previous 13F -26,650 shares

    <0.01% of the 13F portfolio, value $608,891.

    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 79,413 shares
    Change vs previous 13F +36,451 shares

    0.01% of the 13F portfolio, value $1,041,894.

    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 42,962 shares
    Change vs previous 13F -8,075 shares

    <0.01% of the 13F portfolio, value $513,830.

    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 51,037 shares
    Change vs previous 13F -213,745 shares

    <0.01% of the 13F portfolio, value $553,752.

    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 264,782 shares
    Change vs previous 13F +136,587 shares

    0.02% of the 13F portfolio, value $2,655,766.

    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 128,195 shares
    Change vs previous 13F -77,605 shares

    0.01% of the 13F portfolio, value $1,269,135.

    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 205,800 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,173,251.

    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).