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Wealthspire Advisors, LLC: PRF position timeline

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

Wealthspire Advisors, LLC held 259,970 PRF 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 259,970 shares
    Change vs previous 13F +39,250 shares

    0.08% of the 13F portfolio, value $14,046,191.

    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 220,720 shares
    Change vs previous 13F -945 shares

    0.08% of the 13F portfolio, value $10,490,803.

    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 221,665 shares
    Change vs previous 13F +709 shares

    0.08% of the 13F portfolio, value $10,400,503.

    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 220,956 shares
    Change vs previous 13F +133 shares

    0.05% of the 13F portfolio, value $9,989,389.

    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 220,823 shares
    Change vs previous 13F -1,158 shares

    0.05% of the 13F portfolio, value $9,334,170.

    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 221,981 shares
    Change vs previous 13F +466 shares

    0.05% of the 13F portfolio, value $8,970,235.

    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 221,515 shares
    Change vs previous 13F -3,990 shares

    0.09% of the 13F portfolio, value $8,935,897.

    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 225,505 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $9,162,280.

    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).