Skip to content
Disclosery

Wealthspire Advisors, LLC: IJT position timeline

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

Wealthspire Advisors, LLC held 9,690 IJT 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 9,690 shares
    Change vs previous 13F -929 shares

    0.01% of the 13F portfolio, value $1,730,548.

    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 10,619 shares
    Change vs previous 13F -550 shares

    0.01% of the 13F portfolio, value $1,536,627.

    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 11,169 shares
    Change vs previous 13F -10,729 shares

    0.01% of the 13F portfolio, value $1,576,547.

    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 21,898 shares
    Change vs previous 13F +11,246 shares

    0.02% of the 13F portfolio, value $3,098,514.

    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 10,652 shares
    Change vs previous 13F +225 shares

    0.01% of the 13F portfolio, value $1,417,190.

    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 10,427 shares
    Change vs previous 13F +639 shares

    0.01% of the 13F portfolio, value $1,298,139.

    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 9,788 shares
    Change vs previous 13F -785 shares

    0.01% of the 13F portfolio, value $1,325,063.

    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 10,573 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,474,806.

    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).