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Wealthspire Advisors, LLC: PNW position timeline

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

Wealthspire Advisors, LLC held 2,112 PNW 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 2,112 shares
    Change vs previous 13F +106 shares

    <0.01% of the 13F portfolio, value $226,014.

    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 2,006 shares
    Change vs previous 13F -1,120 shares

    <0.01% of the 13F portfolio, value $202,105.

    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 3,126 shares
    Change vs previous 13F +812 shares

    <0.01% of the 13F portfolio, value $277,277.

    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 2,314 shares
    Change vs previous 13F -564 shares

    <0.01% of the 13F portfolio, value $207,474.

    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 2,878 shares
    Change vs previous 13F +479 shares

    <0.01% of the 13F portfolio, value $257,495.

    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 2,399 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $228,506.

    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 2,392 shares
    Change vs previous 13F +14 shares

    <0.01% of the 13F portfolio, value $202,770.

    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 2,378 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $210,668.

    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).