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Wealthspire Advisors, LLC: FWONK position timeline

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

Wealthspire Advisors, LLC held 2,960 FWONK 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 2,960 shares
    Change vs previous 13F -206 shares

    <0.01% of the 13F portfolio, value $281,615.

    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 3,166 shares
    Change vs previous 13F -1,702 shares

    <0.01% of the 13F portfolio, value $269,174.

    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 4,868 shares
    Change vs previous 13F +956 shares

    <0.01% of the 13F portfolio, value $479,547.

    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 3,912 shares
    Change vs previous 13F -99 shares

    <0.01% of the 13F portfolio, value $408,609.

    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 4,011 shares
    Change vs previous 13F -782 shares

    <0.01% of the 13F portfolio, value $419,150.

    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 4,793 shares
    Change vs previous 13F +572 shares

    <0.01% of the 13F portfolio, value $431,418.

    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 4,221 shares
    Change vs previous 13F +162 shares

    <0.01% of the 13F portfolio, value $391,118.

    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 4,059 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $314,289.

    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).