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Wealthspire Advisors, LLC: IWF position timeline

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

Wealthspire Advisors, LLC held 530,662 IWF 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 530,662 shares
    Change vs previous 13F +436,406 shares

    0.36% of the 13F portfolio, value $65,892,270.

    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 94,256 shares
    Change vs previous 13F -9,095 shares

    0.32% of the 13F portfolio, value $40,190,559.

    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 103,351 shares
    Change vs previous 13F -104,545 shares

    0.39% of the 13F portfolio, value $48,916,243.

    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 207,896 shares
    Change vs previous 13F -10,404 shares

    0.51% of the 13F portfolio, value $97,380,314.

    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 218,300 shares
    Change vs previous 13F -1,938 shares

    0.52% of the 13F portfolio, value $92,686,108.

    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 220,238 shares
    Change vs previous 13F +100,565 shares

    0.48% of the 13F portfolio, value $79,525,814.

    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 119,673 shares
    Change vs previous 13F +407 shares

    0.48% of the 13F portfolio, value $48,058,334.

    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 119,266 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $44,769,907.

    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).