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Wealthspire Advisors, LLC: INFL position timeline

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

Wealthspire Advisors, LLC held 21,501 INFL 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 21,501 shares
    Change vs previous 13F -638 shares

    0.01% of the 13F portfolio, value $1,072,470.

    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 22,139 shares
    Change vs previous 13F -17,503 shares

    0.01% of the 13F portfolio, value $1,152,557.

    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 39,642 shares
    Change vs previous 13F +427 shares

    0.01% of the 13F portfolio, value $1,762,484.

    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 39,215 shares
    Change vs previous 13F -52 shares

    0.01% of the 13F portfolio, value $1,752,715.

    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 39,267 shares
    Change vs previous 13F +1,293 shares

    0.01% of the 13F portfolio, value $1,655,890.

    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 37,974 shares
    Change vs previous 13F +2,083 shares

    0.01% of the 13F portfolio, value $1,543,644.

    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 35,891 shares
    Change vs previous 13F +756 shares

    0.01% of the 13F portfolio, value $1,366,730.

    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 35,135 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,320,725.

    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).