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Wealthspire Advisors, LLC: FNDX position timeline

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

Wealthspire Advisors, LLC held 95,387 FNDX 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 95,387 shares
    Change vs previous 13F +791 shares

    0.02% of the 13F portfolio, value $2,966,510.

    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 94,596 shares
    Change vs previous 13F -5,223 shares

    0.02% of the 13F portfolio, value $2,634,512.

    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 99,819 shares
    Change vs previous 13F -103,485 shares

    0.02% of the 13F portfolio, value $2,716,072.

    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 203,304 shares
    Change vs previous 13F +107,802 shares

    0.03% of the 13F portfolio, value $5,346,892.

    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 95,502 shares
    Change vs previous 13F -127,964 shares

    0.01% of the 13F portfolio, value $2,343,617.

    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 223,466 shares
    Change vs previous 13F +116,833 shares

    0.03% of the 13F portfolio, value $5,276,056.

    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 106,633 shares
    Change vs previous 13F +71,133 shares

    0.03% of the 13F portfolio, value $2,525,071.

    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 35,500 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,547,469.

    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).