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Wealthspire Advisors, LLC: MU position timeline

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

Wealthspire Advisors, LLC held 20,015 MU 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 20,015 shares
    Change vs previous 13F +8,441 shares

    0.13% of the 13F portfolio, value $23,102,542.

    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 11,574 shares
    Change vs previous 13F -3,919 shares

    0.03% of the 13F portfolio, value $3,910,008.

    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 15,493 shares
    Change vs previous 13F +7,279 shares

    0.04% of the 13F portfolio, value $4,421,742.

    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 8,214 shares
    Change vs previous 13F -6,540 shares

    0.01% of the 13F portfolio, value $1,374,294.

    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 14,754 shares
    Change vs previous 13F +3,208 shares

    0.01% of the 13F portfolio, value $1,818,324.

    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 11,546 shares
    Change vs previous 13F +5,877 shares

    0.01% of the 13F portfolio, value $1,003,154.

    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 5,669 shares
    Change vs previous 13F +2,654 shares

    <0.01% of the 13F portfolio, value $477,105.

    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 3,015 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $312,713.

    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).