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Wealthspire Advisors, LLC: LRGF position timeline

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

Wealthspire Advisors, LLC held 52,682 LRGF 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 52,682 shares
    Change vs previous 13F +5,818 shares

    0.02% of the 13F portfolio, value $3,984,365.

    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 46,864 shares
    Change vs previous 13F -969 shares

    0.02% of the 13F portfolio, value $3,093,043.

    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 47,833 shares
    Change vs previous 13F -885 shares

    0.03% of the 13F portfolio, value $3,321,043.

    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 48,718 shares
    Change vs previous 13F -3,374 shares

    0.02% of the 13F portfolio, value $3,365,447.

    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 52,092 shares
    Change vs previous 13F -178 shares

    0.02% of the 13F portfolio, value $3,340,667.

    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 52,270 shares
    Change vs previous 13F -4,845 shares

    0.02% of the 13F portfolio, value $3,025,371.

    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 57,115 shares
    Change vs previous 13F -2,711 shares

    0.03% of the 13F portfolio, value $3,446,873.

    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 59,826 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,515,972.

    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).