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Wealthspire Advisors, LLC: IWV position timeline

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

Wealthspire Advisors, LLC held 212,799 IWV 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 212,799 shares
    Change vs previous 13F +171,412 shares

    0.5% of the 13F portfolio, value $90,737,326.

    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 41,387 shares
    Change vs previous 13F -7,487 shares

    0.12% of the 13F portfolio, value $15,341,248.

    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 48,874 shares
    Change vs previous 13F -47,868 shares

    0.15% of the 13F portfolio, value $18,906,762.

    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 96,742 shares
    Change vs previous 13F +1,214 shares

    0.19% of the 13F portfolio, value $36,659,088.

    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 95,528 shares
    Change vs previous 13F -6 shares

    0.19% of the 13F portfolio, value $33,530,284.

    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 95,534 shares
    Change vs previous 13F +47,626 shares

    0.18% of the 13F portfolio, value $30,345,444.

    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 47,908 shares
    Change vs previous 13F +12 shares

    0.16% of the 13F portfolio, value $16,013,105.

    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 47,896 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $15,648,835.

    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).