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Wealthspire Advisors, LLC: PMBS position timeline

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

Wealthspire Advisors, LLC held 21,881 PMBS 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 21,881 shares
    Change vs previous 13F -5,270 shares

    0.01% of the 13F portfolio, value $1,080,507.

    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 27,151 shares
    Change vs previous 13F -37,842 shares

    0.01% of the 13F portfolio, value $1,346,674.

    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 64,993 shares
    Change vs previous 13F -65,892 shares

    0.03% of the 13F portfolio, value $3,229,848.

    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 130,885 shares
    Change vs previous 13F -6,866 shares

    0.03% of the 13F portfolio, value $6,499,392.

    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 137,751 shares
    Change vs previous 13F -4,838 shares

    0.04% of the 13F portfolio, value $6,756,671.

    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 142,589 shares
    Change vs previous 13F +9,877 shares

    0.04% of the 13F portfolio, value $6,998,251.

    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 132,712 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,351,581.

    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).