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Wealthspire Advisors, LLC: IBTH position timeline

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

Wealthspire Advisors, LLC held 133,738 IBTH 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 133,738 shares
    Change vs previous 13F +4,277 shares

    0.02% of the 13F portfolio, value $2,991,734.

    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 129,461 shares
    Change vs previous 13F +5,274 shares

    0.02% of the 13F portfolio, value $2,903,817.

    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 124,187 shares
    Change vs previous 13F +12,971 shares

    0.02% of the 13F portfolio, value $2,790,471.

    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 111,216 shares
    Change vs previous 13F +14,395 shares

    0.01% of the 13F portfolio, value $2,504,587.

    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 96,821 shares
    Change vs previous 13F +3,865 shares

    0.01% of the 13F portfolio, value $2,177,511.

    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 92,956 shares
    Change vs previous 13F +34,767 shares

    0.01% of the 13F portfolio, value $2,084,066.

    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 58,189 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,291,597.

    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).