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Wealthspire Advisors, LLC: JNK position timeline

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

Wealthspire Advisors, LLC held 36,384 JNK 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 36,384 shares
    Change vs previous 13F +5,382 shares

    0.02% of the 13F portfolio, value $3,506,303.

    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 31,002 shares
    Change vs previous 13F -2,449 shares

    0.02% of the 13F portfolio, value $2,967,476.

    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 33,451 shares
    Change vs previous 13F -4,209 shares

    0.03% of the 13F portfolio, value $3,251,728.

    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 37,660 shares
    Change vs previous 13F -313 shares

    0.02% of the 13F portfolio, value $3,690,268.

    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 37,973 shares
    Change vs previous 13F -9,604 shares

    0.02% of the 13F portfolio, value $3,693,630.

    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 47,577 shares
    Change vs previous 13F -2,466 shares

    0.03% of the 13F portfolio, value $4,534,072.

    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 50,043 shares
    Change vs previous 13F -12,222 shares

    0.05% of the 13F portfolio, value $4,777,610.

    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 62,265 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,088,945.

    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).