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Wealthspire Advisors, LLC: O position timeline

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

Wealthspire Advisors, LLC held 21,629 O 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 21,629 shares
    Change vs previous 13F -912 shares

    0.01% of the 13F portfolio, value $1,340,127.

    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 22,541 shares
    Change vs previous 13F -64 shares

    0.01% of the 13F portfolio, value $1,379,089.

    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 22,605 shares
    Change vs previous 13F +3,785 shares

    0.01% of the 13F portfolio, value $1,274,243.

    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 18,820 shares
    Change vs previous 13F -19,120 shares

    0.01% of the 13F portfolio, value $1,144,055.

    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 37,940 shares
    Change vs previous 13F +1,860 shares

    0.01% of the 13F portfolio, value $2,185,768.

    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 36,080 shares
    Change vs previous 13F +18,433 shares

    0.01% of the 13F portfolio, value $2,092,960.

    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 17,647 shares
    Change vs previous 13F +1,292 shares

    0.01% of the 13F portfolio, value $942,550.

    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 16,355 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,037,247.

    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).