Skip to content
Disclosery

Wealthspire Advisors, LLC: IWM position timeline

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

Wealthspire Advisors, LLC held 106,982 IWM 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 106,982 shares
    Change vs previous 13F +10,629 shares

    0.18% of the 13F portfolio, value $32,142,691.

    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 96,353 shares
    Change vs previous 13F -1,048 shares

    0.19% of the 13F portfolio, value $23,895,518.

    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 97,401 shares
    Change vs previous 13F -100,529 shares

    0.19% of the 13F portfolio, value $23,976,275.

    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 197,930 shares
    Change vs previous 13F -1,040 shares

    0.25% of the 13F portfolio, value $47,890,746.

    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 198,970 shares
    Change vs previous 13F -37,974 shares

    0.24% of the 13F portfolio, value $42,935,924.

    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 236,944 shares
    Change vs previous 13F +115,157 shares

    0.28% of the 13F portfolio, value $47,267,648.

    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 121,787 shares
    Change vs previous 13F +5,337 shares

    0.27% of the 13F portfolio, value $26,910,152.

    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 116,450 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $25,722,562.

    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).