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Wealthspire Advisors, LLC: IWP position timeline

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

Wealthspire Advisors, LLC held 137,750 IWP 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 137,750 shares
    Change vs previous 13F -666 shares

    0.11% of the 13F portfolio, value $20,168,039.

    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 138,416 shares
    Change vs previous 13F -3,187 shares

    0.14% of the 13F portfolio, value $17,733,842.

    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 141,603 shares
    Change vs previous 13F -131,423 shares

    0.15% of the 13F portfolio, value $19,391,155.

    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 273,026 shares
    Change vs previous 13F +544 shares

    0.2% of the 13F portfolio, value $38,881,628.

    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 272,482 shares
    Change vs previous 13F -6,788 shares

    0.21% of the 13F portfolio, value $37,787,892.

    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 279,270 shares
    Change vs previous 13F +152,573 shares

    0.2% of the 13F portfolio, value $32,811,508.

    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 126,697 shares
    Change vs previous 13F +4,349 shares

    0.16% of the 13F portfolio, value $16,058,863.

    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 122,348 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $14,350,226.

    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).