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Wealthspire Advisors, LLC: IQDF position timeline

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

Wealthspire Advisors, LLC held 369,460 IQDF 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 369,460 shares
    Change vs previous 13F +2,381 shares

    0.07% of the 13F portfolio, value $12,768,551.

    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 367,079 shares
    Change vs previous 13F -31 shares

    0.09% of the 13F portfolio, value $11,625,386.

    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 367,110 shares
    Change vs previous 13F +293 shares

    0.09% of the 13F portfolio, value $11,160,154.

    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 366,817 shares
    Change vs previous 13F +3,946 shares

    0.05% of the 13F portfolio, value $10,467,114.

    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 362,871 shares
    Change vs previous 13F +23,729 shares

    0.06% of the 13F portfolio, value $9,833,807.

    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 339,142 shares
    Change vs previous 13F +32,712 shares

    0.05% of the 13F portfolio, value $8,454,812.

    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 306,430 shares
    Change vs previous 13F +10,798 shares

    0.07% of the 13F portfolio, value $7,130,619.

    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 295,632 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,772,174.

    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).