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Wealthspire Advisors, LLC: ITOT position timeline

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

Wealthspire Advisors, LLC held 515,328 ITOT 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 515,328 shares
    Change vs previous 13F +421,238 shares

    0.47% of the 13F portfolio, value $84,653,050.

    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 94,090 shares
    Change vs previous 13F -1,223 shares

    0.11% of the 13F portfolio, value $13,401,194.

    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 95,313 shares
    Change vs previous 13F -87,877 shares

    0.11% of the 13F portfolio, value $14,172,160.

    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 183,190 shares
    Change vs previous 13F -3,126 shares

    0.14% of the 13F portfolio, value $26,681,620.

    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 186,316 shares
    Change vs previous 13F +75,632 shares

    0.14% of the 13F portfolio, value $25,159,980.

    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 110,684 shares
    Change vs previous 13F +1,364 shares

    0.08% of the 13F portfolio, value $13,504,530.

    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 109,320 shares
    Change vs previous 13F -615 shares

    0.14% of the 13F portfolio, value $14,060,735.

    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 109,935 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $13,810,036.

    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).