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Wealthspire Advisors, LLC: QDF position timeline

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

Wealthspire Advisors, LLC held 147,238 QDF 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 147,238 shares
    Change vs previous 13F -760 shares

    0.07% of the 13F portfolio, value $13,239,650.

    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 147,998 shares
    Change vs previous 13F +92 shares

    0.09% of the 13F portfolio, value $11,705,171.

    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 147,906 shares
    Change vs previous 13F +162 shares

    0.1% of the 13F portfolio, value $11,952,246.

    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 147,744 shares
    Change vs previous 13F -161 shares

    0.06% of the 13F portfolio, value $11,730,911.

    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 147,905 shares
    Change vs previous 13F -44 shares

    0.06% of the 13F portfolio, value $10,823,696.

    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 147,949 shares
    Change vs previous 13F +388 shares

    0.06% of the 13F portfolio, value $10,113,766.

    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 147,561 shares
    Change vs previous 13F +387 shares

    0.1% of the 13F portfolio, value $10,410,400.

    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 147,174 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $10,553,882.

    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).