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Wealthspire Advisors, LLC: MNST position timeline

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

Wealthspire Advisors, LLC held 5,495 MNST 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 5,495 shares
    Change vs previous 13F +2,373 shares

    <0.01% of the 13F portfolio, value $528,180.

    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 3,122 shares
    Change vs previous 13F -5,173 shares

    <0.01% of the 13F portfolio, value $226,221.

    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 8,295 shares
    Change vs previous 13F +5,112 shares

    0.01% of the 13F portfolio, value $635,978.

    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 3,183 shares
    Change vs previous 13F -2,093 shares

    <0.01% of the 13F portfolio, value $214,216.

    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 5,276 shares
    Change vs previous 13F +1,185 shares

    <0.01% of the 13F portfolio, value $330,458.

    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 4,091 shares
    Change vs previous 13F -5 shares

    <0.01% of the 13F portfolio, value $239,377.

    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 4,096 shares
    Change vs previous 13F +166 shares

    <0.01% of the 13F portfolio, value $215,261.

    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 3,930 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $205,003.

    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).