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Wealthspire Advisors, LLC: IGV position timeline

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

Wealthspire Advisors, LLC held 32,601 IGV 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 32,601 shares
    Change vs previous 13F +1,384 shares

    0.02% of the 13F portfolio, value $2,953,614.

    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 31,217 shares
    Change vs previous 13F +18,014 shares

    0.02% of the 13F portfolio, value $2,498,921.

    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 13,203 shares
    Change vs previous 13F +2,957 shares

    0.01% of the 13F portfolio, value $1,395,432.

    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 10,246 shares
    Change vs previous 13F -2,904 shares

    0.01% of the 13F portfolio, value $1,178,400.

    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 13,150 shares
    Change vs previous 13F +2,455 shares

    0.01% of the 13F portfolio, value $1,439,933.

    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 10,695 shares
    Change vs previous 13F -52,644 shares

    0.01% of the 13F portfolio, value $951,754.

    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 63,339 shares
    Change vs previous 13F -1,773 shares

    0.06% of the 13F portfolio, value $6,341,507.

    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 65,112 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,819,066.

    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).