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Wealthspire Advisors, LLC: GBTC position timeline

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

Wealthspire Advisors, LLC held 47,488 GBTC 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 47,488 shares
    Change vs previous 13F +2,737 shares

    0.01% of the 13F portfolio, value $2,161,654.

    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 44,751 shares
    Change vs previous 13F +2,356 shares

    0.02% of the 13F portfolio, value $2,361,063.

    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 42,395 shares
    Change vs previous 13F -318 shares

    0.02% of the 13F portfolio, value $2,898,123.

    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 42,713 shares
    Change vs previous 13F -876 shares

    0.02% of the 13F portfolio, value $3,834,347.

    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 43,589 shares
    Change vs previous 13F -5 shares

    0.02% of the 13F portfolio, value $3,697,655.

    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 43,594 shares
    Change vs previous 13F -6,822 shares

    0.02% of the 13F portfolio, value $2,841,021.

    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 50,416 shares
    Change vs previous 13F +4,353 shares

    0.04% of the 13F portfolio, value $3,731,793.

    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 46,063 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,326,182.

    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).