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Wealthspire Advisors, LLC: IWS position timeline

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

Wealthspire Advisors, LLC held 19,288 IWS 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 19,288 shares
    Change vs previous 13F +1,546 shares

    0.02% of the 13F portfolio, value $3,174,790.

    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 17,742 shares
    Change vs previous 13F -1,399 shares

    0.02% of the 13F portfolio, value $2,585,717.

    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 19,141 shares
    Change vs previous 13F -18,699 shares

    0.02% of the 13F portfolio, value $2,699,905.

    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 37,840 shares
    Change vs previous 13F +8 shares

    0.03% of the 13F portfolio, value $5,285,134.

    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 37,832 shares
    Change vs previous 13F +2,360 shares

    0.03% of the 13F portfolio, value $4,999,182.

    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 35,472 shares
    Change vs previous 13F +19,461 shares

    0.03% of the 13F portfolio, value $4,468,320.

    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 16,011 shares
    Change vs previous 13F +4,167 shares

    0.02% of the 13F portfolio, value $2,070,907.

    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 11,844 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,566,381.

    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).