Skip to content
Disclosery

Wealthspire Advisors, LLC: RL position timeline

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

Wealthspire Advisors, LLC held 3,445 RL 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 3,445 shares
    Change vs previous 13F -26 shares

    0.01% of the 13F portfolio, value $1,382,858.

    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 3,471 shares
    Change vs previous 13F -1,567 shares

    0.01% of the 13F portfolio, value $1,193,990.

    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 5,038 shares
    Change vs previous 13F +1,897 shares

    0.01% of the 13F portfolio, value $1,781,488.

    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 3,141 shares
    Change vs previous 13F -5,905 shares

    0.01% of the 13F portfolio, value $984,892.

    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 9,046 shares
    Change vs previous 13F +428 shares

    0.01% of the 13F portfolio, value $2,481,140.

    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 8,618 shares
    Change vs previous 13F +4,250 shares

    0.01% of the 13F portfolio, value $1,902,338.

    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 4,368 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,008,921.

    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).