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Wealthspire Advisors, LLC: IUSB position timeline

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

Wealthspire Advisors, LLC held 5,483,050 IUSB 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 5,483,050 shares
    Change vs previous 13F +755,807 shares

    1.39% of the 13F portfolio, value $253,042,761.

    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 4,727,243 shares
    Change vs previous 13F +109,429 shares

    1.71% of the 13F portfolio, value $218,351,375.

    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 4,617,814 shares
    Change vs previous 13F +228,371 shares

    1.71% of the 13F portfolio, value $214,913,044.

    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 4,389,443 shares
    Change vs previous 13F +48,964 shares

    1.07% of the 13F portfolio, value $205,030,861.

    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 4,340,479 shares
    Change vs previous 13F -148,387 shares

    1.13% of the 13F portfolio, value $200,660,337.

    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 4,488,866 shares
    Change vs previous 13F -21,908 shares

    1.24% of the 13F portfolio, value $206,846,925.

    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 4,510,774 shares
    Change vs previous 13F +226,963 shares

    2.03% of the 13F portfolio, value $203,886,978.

    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 4,283,811 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $201,853,181.

    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).