Skip to content
Disclosery

Wealthspire Advisors, LLC: JQUA position timeline

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

Wealthspire Advisors, LLC held 37,191 JQUA 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 37,191 shares
    Change vs previous 13F -1,123 shares

    0.01% of the 13F portfolio, value $2,688,166.

    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 38,314 shares
    Change vs previous 13F -1,495 shares

    0.02% of the 13F portfolio, value $2,349,415.

    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 39,809 shares
    Change vs previous 13F -3,121 shares

    0.02% of the 13F portfolio, value $2,515,133.

    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 42,930 shares
    Change vs previous 13F -915 shares

    0.01% of the 13F portfolio, value $2,700,727.

    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 43,845 shares
    Change vs previous 13F +3,996 shares

    0.01% of the 13F portfolio, value $2,632,893.

    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 39,849 shares
    Change vs previous 13F -2,110 shares

    0.01% of the 13F portfolio, value $2,250,274.

    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 41,959 shares
    Change vs previous 13F -2,164 shares

    0.02% of the 13F portfolio, value $2,402,992.

    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 44,123 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,496,039.

    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).