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Wealthspire Advisors, LLC: IYE position timeline

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

Wealthspire Advisors, LLC held 8,201 IYE 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 8,201 shares
    Change vs previous 13F -3,493 shares

    <0.01% of the 13F portfolio, value $464,084.

    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 11,694 shares
    Change vs previous 13F +4,438 shares

    0.01% of the 13F portfolio, value $757,451.

    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 7,256 shares
    Change vs previous 13F -86 shares

    <0.01% of the 13F portfolio, value $344,890.

    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 7,342 shares
    Change vs previous 13F -268 shares

    <0.01% of the 13F portfolio, value $348,902.

    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 7,610 shares
    Change vs previous 13F +218 shares

    <0.01% of the 13F portfolio, value $344,146.

    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 7,392 shares
    Change vs previous 13F -332 shares

    <0.01% of the 13F portfolio, value $364,416.

    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 7,724 shares
    Change vs previous 13F +290 shares

    <0.01% of the 13F portfolio, value $351,999.

    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 7,434 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $344,474.

    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).