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Wealthspire Advisors, LLC: IEFA position timeline

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

Wealthspire Advisors, LLC held 831,014 IEFA 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 831,014 shares
    Change vs previous 13F +42,531 shares

    0.44% of the 13F portfolio, value $80,259,354.

    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 788,483 shares
    Change vs previous 13F -22,139 shares

    0.56% of the 13F portfolio, value $71,381,341.

    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 810,622 shares
    Change vs previous 13F -9,494 shares

    0.58% of the 13F portfolio, value $72,518,212.

    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 820,116 shares
    Change vs previous 13F +17,084 shares

    0.37% of the 13F portfolio, value $71,604,341.

    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 803,032 shares
    Change vs previous 13F -38,040 shares

    0.38% of the 13F portfolio, value $67,037,141.

    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 841,072 shares
    Change vs previous 13F -23,208 shares

    0.38% of the 13F portfolio, value $63,627,118.

    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 864,280 shares
    Change vs previous 13F +20,272 shares

    0.6% of the 13F portfolio, value $60,741,567.

    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 844,008 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $65,874,834.

    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).