Skip to content
Disclosery

Wealthspire Advisors, LLC: IYW position timeline

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

Wealthspire Advisors, LLC held 16,263 IYW 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 16,263 shares
    Change vs previous 13F +2,682 shares

    0.02% of the 13F portfolio, value $4,102,042.

    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 13,581 shares
    Change vs previous 13F -2,207 shares

    0.02% of the 13F portfolio, value $2,463,884.

    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 15,788 shares
    Change vs previous 13F -20,876 shares

    0.03% of the 13F portfolio, value $3,152,569.

    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 36,664 shares
    Change vs previous 13F +20,664 shares

    0.04% of the 13F portfolio, value $7,181,052.

    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 16,000 shares
    Change vs previous 13F -21,190 shares

    0.02% of the 13F portfolio, value $2,772,338.

    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 37,190 shares
    Change vs previous 13F +21,102 shares

    0.03% of the 13F portfolio, value $5,222,994.

    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 16,088 shares
    Change vs previous 13F -131 shares

    0.03% of the 13F portfolio, value $2,566,375.

    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 16,219 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,459,154.

    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).