Skip to content
Disclosery

Wealthspire Advisors, LLC: OEF position timeline

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

Wealthspire Advisors, LLC held 12,512 OEF 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 12,512 shares
    Change vs previous 13F +5,008 shares

    0.03% of the 13F portfolio, value $4,577,616.

    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 7,504 shares
    Change vs previous 13F +3,074 shares

    0.02% of the 13F portfolio, value $2,386,715.

    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 4,430 shares
    Change vs previous 13F -4,504 shares

    0.01% of the 13F portfolio, value $1,519,443.

    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 8,934 shares
    Change vs previous 13F -1,474 shares

    0.02% of the 13F portfolio, value $2,973,478.

    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 10,408 shares
    Change vs previous 13F -2,448 shares

    0.02% of the 13F portfolio, value $3,167,346.

    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 12,856 shares
    Change vs previous 13F +6,428 shares

    0.02% of the 13F portfolio, value $3,481,840.

    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 6,428 shares
    Change vs previous 13F -75 shares

    0.02% of the 13F portfolio, value $1,856,651.

    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 6,503 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,799,677.

    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).