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Wealthspire Advisors, LLC: MO position timeline

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

Wealthspire Advisors, LLC held 118,733 MO 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 118,733 shares
    Change vs previous 13F +46,438 shares

    0.05% of the 13F portfolio, value $8,542,834.

    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 72,295 shares
    Change vs previous 13F -5,781 shares

    0.04% of the 13F portfolio, value $4,770,738.

    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 78,076 shares
    Change vs previous 13F +3,288 shares

    0.04% of the 13F portfolio, value $4,501,878.

    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 74,788 shares
    Change vs previous 13F +14,815 shares

    0.03% of the 13F portfolio, value $4,940,501.

    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 59,973 shares
    Change vs previous 13F +1,640 shares

    0.02% of the 13F portfolio, value $3,516,210.

    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 58,333 shares
    Change vs previous 13F -4,259 shares

    0.02% of the 13F portfolio, value $3,501,150.

    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 62,592 shares
    Change vs previous 13F +3,370 shares

    0.03% of the 13F portfolio, value $3,272,919.

    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 59,222 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,022,669.

    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).