Skip to content
Disclosery

Wealthspire Advisors, LLC: GIS position timeline

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

Wealthspire Advisors, LLC held 20,376 GIS 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 20,376 shares
    Change vs previous 13F +1,831 shares

    <0.01% of the 13F portfolio, value $709,101.

    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 18,545 shares
    Change vs previous 13F +1,809 shares

    0.01% of the 13F portfolio, value $690,264.

    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 16,736 shares
    Change vs previous 13F +3,789 shares

    0.01% of the 13F portfolio, value $778,222.

    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 12,947 shares
    Change vs previous 13F -1,175 shares

    <0.01% of the 13F portfolio, value $652,801.

    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 14,122 shares
    Change vs previous 13F -817 shares

    <0.01% of the 13F portfolio, value $731,666.

    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 14,939 shares
    Change vs previous 13F +102 shares

    0.01% of the 13F portfolio, value $893,187.

    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 14,837 shares
    Change vs previous 13F +910 shares

    0.01% of the 13F portfolio, value $946,128.

    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 13,927 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,028,492.

    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).