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Wealthspire Advisors, LLC: IJS position timeline

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

Wealthspire Advisors, LLC held 16,968 IJS 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 16,968 shares
    Change vs previous 13F +972 shares

    0.01% of the 13F portfolio, value $2,319,240.

    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 15,996 shares
    Change vs previous 13F -152 shares

    0.01% of the 13F portfolio, value $1,894,720.

    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 16,148 shares
    Change vs previous 13F -15,572 shares

    0.01% of the 13F portfolio, value $1,836,299.

    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 31,720 shares
    Change vs previous 13F +16,250 shares

    0.02% of the 13F portfolio, value $3,507,948.

    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 15,470 shares
    Change vs previous 13F +922 shares

    0.01% of the 13F portfolio, value $1,539,101.

    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 14,548 shares
    Change vs previous 13F +119 shares

    0.01% of the 13F portfolio, value $1,418,133.

    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 14,429 shares
    Change vs previous 13F +5,984 shares

    0.02% of the 13F portfolio, value $1,567,139.

    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 8,445 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $909,132.

    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).