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Wealthspire Advisors, LLC: ITW position timeline

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

Wealthspire Advisors, LLC held 7,506 ITW 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 7,506 shares
    Change vs previous 13F +2,572 shares

    0.01% of the 13F portfolio, value $2,030,265.

    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 4,934 shares
    Change vs previous 13F -1,820 shares

    0.01% of the 13F portfolio, value $1,284,277.

    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 6,754 shares
    Change vs previous 13F -4,589 shares

    0.01% of the 13F portfolio, value $1,663,472.

    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 11,343 shares
    Change vs previous 13F -99 shares

    0.02% of the 13F portfolio, value $2,957,894.

    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 11,442 shares
    Change vs previous 13F -123 shares

    0.02% of the 13F portfolio, value $2,829,112.

    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 11,565 shares
    Change vs previous 13F -284 shares

    0.02% of the 13F portfolio, value $2,868,190.

    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 11,849 shares
    Change vs previous 13F -251 shares

    0.03% of the 13F portfolio, value $3,004,373.

    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 12,100 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,170,973.

    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).