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Wealthspire Advisors, LLC: IWN position timeline

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

Wealthspire Advisors, LLC held 76,439 IWN 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 76,439 shares
    Change vs previous 13F +492 shares

    0.09% of the 13F portfolio, value $16,908,334.

    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 75,947 shares
    Change vs previous 13F -1,533 shares

    0.11% of the 13F portfolio, value $14,398,846.

    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 77,480 shares
    Change vs previous 13F +1,847 shares

    0.11% of the 13F portfolio, value $14,040,227.

    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 75,633 shares
    Change vs previous 13F +716 shares

    0.07% of the 13F portfolio, value $13,372,736.

    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 74,917 shares
    Change vs previous 13F -1,529 shares

    0.07% of the 13F portfolio, value $11,818,846.

    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 76,446 shares
    Change vs previous 13F +10,836 shares

    0.07% of the 13F portfolio, value $11,541,827.

    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 65,610 shares
    Change vs previous 13F +3,543 shares

    0.11% of the 13F portfolio, value $10,771,195.

    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 62,067 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $10,353,934.

    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).