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Wealthspire Advisors, LLC: QQQ position timeline

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

Wealthspire Advisors, LLC held 134,082 QQQ 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 134,082 shares
    Change vs previous 13F +8,442 shares

    0.54% of the 13F portfolio, value $98,738,033.

    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 125,640 shares
    Change vs previous 13F -8,017 shares

    0.57% of the 13F portfolio, value $72,517,027.

    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 133,657 shares
    Change vs previous 13F -7,368 shares

    0.65% of the 13F portfolio, value $82,106,940.

    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 141,025 shares
    Change vs previous 13F +12,529 shares

    0.44% of the 13F portfolio, value $84,667,229.

    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 128,496 shares
    Change vs previous 13F -3,671 shares

    0.4% of the 13F portfolio, value $70,884,256.

    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 132,167 shares
    Change vs previous 13F +944 shares

    0.37% of the 13F portfolio, value $61,975,383.

    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 131,223 shares
    Change vs previous 13F +1,702 shares

    0.67% of the 13F portfolio, value $67,084,878.

    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 129,521 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $63,215,258.

    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).