Skip to content
Disclosery

Wealthspire Advisors, LLC: QUAL position timeline

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

Wealthspire Advisors, LLC held 81,119 QUAL 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 81,119 shares
    Change vs previous 13F -2,189 shares

    0.1% of the 13F portfolio, value $17,800,031.

    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 83,308 shares
    Change vs previous 13F -3,856 shares

    0.13% of the 13F portfolio, value $15,979,300.

    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 87,164 shares
    Change vs previous 13F +435 shares

    0.14% of the 13F portfolio, value $17,312,534.

    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 86,729 shares
    Change vs previous 13F -1,051 shares

    0.09% of the 13F portfolio, value $16,868,827.

    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 87,780 shares
    Change vs previous 13F -64,617 shares

    0.09% of the 13F portfolio, value $16,047,830.

    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 152,397 shares
    Change vs previous 13F +61,150 shares

    0.16% of the 13F portfolio, value $26,043,123.

    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 91,247 shares
    Change vs previous 13F -10,495 shares

    0.16% of the 13F portfolio, value $16,249,245.

    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 101,742 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $18,242,300.

    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).