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Wealthspire Advisors, LLC: NBOS position timeline

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

Wealthspire Advisors, LLC held 208,415 NBOS 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 208,415 shares
    Change vs previous 13F +479 shares

    0.03% of the 13F portfolio, value $5,838,569.

    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 207,936 shares
    Change vs previous 13F -7,301 shares

    0.04% of the 13F portfolio, value $5,561,032.

    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 215,237 shares
    Change vs previous 13F -5,048 shares

    0.05% of the 13F portfolio, value $5,869,515.

    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 220,285 shares
    Change vs previous 13F -1,004 shares

    0.03% of the 13F portfolio, value $5,916,861.

    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 221,289 shares
    Change vs previous 13F -6,214 shares

    0.03% of the 13F portfolio, value $5,762,375.

    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 227,503 shares
    Change vs previous 13F +8,369 shares

    0.03% of the 13F portfolio, value $5,819,532.

    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 219,134 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,774,165.

    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).