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Wealthspire Advisors, LLC: IVV position timeline

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

Wealthspire Advisors, LLC held 2,868,273 IVV 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 2,868,273 shares
    Change vs previous 13F +198,310 shares

    11.83% of the 13F portfolio, value $2,148,020,959.

    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 2,669,963 shares
    Change vs previous 13F +6,171 shares

    13.7% of the 13F portfolio, value $1,744,046,398.

    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 2,663,792 shares
    Change vs previous 13F -2,593,980 shares

    14.52% of the 13F portfolio, value $1,824,537,938.

    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 5,257,772 shares
    Change vs previous 13F +51,400 shares

    18.4% of the 13F portfolio, value $3,519,027,170.

    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 5,206,372 shares
    Change vs previous 13F +22,440 shares

    18.17% of the 13F portfolio, value $3,232,636,948.

    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 5,183,932 shares
    Change vs previous 13F +2,627,461 shares

    17.4% of the 13F portfolio, value $2,912,850,778.

    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 2,556,471 shares
    Change vs previous 13F +124,008 shares

    14.96% of the 13F portfolio, value $1,504,943,960.

    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 2,432,463 shares
    Change vs previous 13F not available

    14.27% of the 13F portfolio, value $1,403,092,820.

    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).