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Wealthspire Advisors, LLC: IBIT position timeline

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

Wealthspire Advisors, LLC held 450,059 IBIT 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 450,059 shares
    Change vs previous 13F +307,866 shares

    0.08% of the 13F portfolio, value $14,982,481.

    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 142,193 shares
    Change vs previous 13F +17,091 shares

    0.04% of the 13F portfolio, value $5,463,074.

    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 125,102 shares
    Change vs previous 13F +3,735 shares

    0.05% of the 13F portfolio, value $6,211,338.

    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 121,367 shares
    Change vs previous 13F +15,608 shares

    0.04% of the 13F portfolio, value $7,888,872.

    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 105,759 shares
    Change vs previous 13F -274 shares

    0.04% of the 13F portfolio, value $6,473,509.

    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 106,033 shares
    Change vs previous 13F +28,531 shares

    0.03% of the 13F portfolio, value $4,963,405.

    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 77,502 shares
    Change vs previous 13F +60,396 shares

    0.04% of the 13F portfolio, value $4,111,481.

    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 17,106 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $618,040.

    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).