Skip to content
Disclosery

Wealthspire Advisors, LLC: IWR position timeline

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

Wealthspire Advisors, LLC held 201,014 IWR 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 201,014 shares
    Change vs previous 13F +20 shares

    0.12% of the 13F portfolio, value $22,175,835.

    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 200,994 shares
    Change vs previous 13F -2,095 shares

    0.15% of the 13F portfolio, value $19,542,679.

    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 203,089 shares
    Change vs previous 13F -187,127 shares

    0.16% of the 13F portfolio, value $19,551,387.

    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 390,216 shares
    Change vs previous 13F +5,822 shares

    0.2% of the 13F portfolio, value $37,675,374.

    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 384,394 shares
    Change vs previous 13F -10,604 shares

    0.2% of the 13F portfolio, value $35,352,734.

    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 394,998 shares
    Change vs previous 13F +212,463 shares

    0.2% of the 13F portfolio, value $33,602,496.

    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 182,535 shares
    Change vs previous 13F +8,050 shares

    0.16% of the 13F portfolio, value $16,136,102.

    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 174,485 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $15,379,117.

    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).