Wealthspire Advisors, LLC: IDXX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthspire Advisors, LLC on IDXX, newest first. How the timeline and the estimate are built.
Wealthspire Advisors, LLC held 4,941 IDXX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 4,941 sharesChange vs previous 13F +1,545 shares
0.01% of the 13F portfolio, value $2,601,141.
13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,396 sharesChange vs previous 13F -1,465 shares
0.01% of the 13F portfolio, value $1,908,179.
13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,861 sharesChange vs previous 13F +546 shares
0.03% of the 13F portfolio, value $3,288,863.
13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,315 sharesChange vs previous 13F +211 shares
0.01% of the 13F portfolio, value $2,756,811.
13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,104 sharesChange vs previous 13F +46 shares
0.01% of the 13F portfolio, value $2,201,140.
13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,058 sharesChange vs previous 13F +79 shares
0.01% of the 13F portfolio, value $1,704,158.
13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,979 sharesChange vs previous 13F -1,358 shares
0.02% of the 13F portfolio, value $1,645,078.
13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,337 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $2,696,360.
13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).