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Wealthspire Advisors, LLC: PTY position timeline

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

Wealthspire Advisors, LLC held 68,902 PTY 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 68,902 shares
    Change vs previous 13F -7,745 shares

    <0.01% of the 13F portfolio, value $828,894.

    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 76,647 shares
    Change vs previous 13F +184 shares

    0.01% of the 13F portfolio, value $924,358.

    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 76,463 shares
    Change vs previous 13F -31,737 shares

    0.01% of the 13F portfolio, value $986,369.

    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 108,200 shares
    Change vs previous 13F -18,895 shares

    0.01% of the 13F portfolio, value $1,562,409.

    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 127,095 shares
    Change vs previous 13F +31,872 shares

    0.01% of the 13F portfolio, value $1,767,888.

    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 95,223 shares
    Change vs previous 13F +69,988 shares

    0.01% of the 13F portfolio, value $1,376,930.

    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 25,235 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $362,629.

    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).