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Wealthspire Advisors, LLC: IBTG position timeline

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

Wealthspire Advisors, LLC held 1,274,142 IBTG 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 1,274,142 shares
    Change vs previous 13F +249,898 shares

    0.16% of the 13F portfolio, value $29,165,114.

    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 1,024,244 shares
    Change vs previous 13F +868,197 shares

    0.18% of the 13F portfolio, value $23,470,554.

    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 156,047 shares
    Change vs previous 13F +15,911 shares

    0.03% of the 13F portfolio, value $3,569,566.

    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 140,136 shares
    Change vs previous 13F +4,563 shares

    0.02% of the 13F portfolio, value $3,216,120.

    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 135,573 shares
    Change vs previous 13F -1,268 shares

    0.02% of the 13F portfolio, value $3,108,679.

    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 136,841 shares
    Change vs previous 13F +24,287 shares

    0.02% of the 13F portfolio, value $3,139,132.

    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 112,554 shares
    Change vs previous 13F +10,895 shares

    0.03% of the 13F portfolio, value $2,567,353.

    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 101,659 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,344,755.

    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).