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Wealthspire Advisors, LLC: GDLC position timeline

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

Wealthspire Advisors, LLC held 48,014 GDLC 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 48,014 shares
    Change vs previous 13F +10,766 shares

    0.01% of the 13F portfolio, value $1,267,090.

    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 37,248 shares
    Change vs previous 13F +26,415 shares

    0.01% of the 13F portfolio, value $1,161,766.

    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 10,833 shares
    Change vs previous 13F +6,096 shares

    <0.01% of the 13F portfolio, value $447,655.

    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 4,737 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $264,798.

    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).