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Wealthspire Advisors, LLC: ISTB position timeline

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

Wealthspire Advisors, LLC held 25,898 ISTB 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 25,898 shares
    Change vs previous 13F -97,649 shares

    0.01% of the 13F portfolio, value $1,249,559.

    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 123,547 shares
    Change vs previous 13F +96,544 shares

    0.05% of the 13F portfolio, value $5,987,111.

    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 27,003 shares
    Change vs previous 13F -5,969 shares

    0.01% of the 13F portfolio, value $1,316,393.

    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 32,972 shares
    Change vs previous 13F -2,389 shares

    0.01% of the 13F portfolio, value $1,610,349.

    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 35,361 shares
    Change vs previous 13F +1,420 shares

    0.01% of the 13F portfolio, value $1,720,299.

    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 33,941 shares
    Change vs previous 13F -3,152 shares

    0.01% of the 13F portfolio, value $1,641,056.

    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 37,093 shares
    Change vs previous 13F -6,477 shares

    0.02% of the 13F portfolio, value $1,771,936.

    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 43,570 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,121,000.

    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).