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Wealthspire Advisors, LLC: IVW position timeline

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

Wealthspire Advisors, LLC held 122,234 IVW 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 122,234 shares
    Change vs previous 13F +14,925 shares

    0.09% of the 13F portfolio, value $16,810,916.

    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 107,309 shares
    Change vs previous 13F +143 shares

    0.1% of the 13F portfolio, value $12,137,757.

    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 107,166 shares
    Change vs previous 13F -171,050 shares

    0.11% of the 13F portfolio, value $13,209,261.

    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 278,216 shares
    Change vs previous 13F -7,454 shares

    0.18% of the 13F portfolio, value $33,586,418.

    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 285,670 shares
    Change vs previous 13F -227,612 shares

    0.18% of the 13F portfolio, value $31,452,248.

    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 513,282 shares
    Change vs previous 13F +332,766 shares

    0.28% of the 13F portfolio, value $47,647,956.

    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 180,516 shares
    Change vs previous 13F +3,514 shares

    0.18% of the 13F portfolio, value $18,327,749.

    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 177,002 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $16,947,906.

    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).