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Wealthspire Advisors, LLC: RSP position timeline

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

Wealthspire Advisors, LLC held 165,851 RSP 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 165,851 shares
    Change vs previous 13F +23,073 shares

    0.19% of the 13F portfolio, value $35,288,085.

    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 142,778 shares
    Change vs previous 13F +8,709 shares

    0.22% of the 13F portfolio, value $27,401,981.

    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 134,069 shares
    Change vs previous 13F -1,192 shares

    0.2% of the 13F portfolio, value $25,682,282.

    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 135,261 shares
    Change vs previous 13F +27,207 shares

    0.13% of the 13F portfolio, value $25,659,051.

    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 108,054 shares
    Change vs previous 13F +34,124 shares

    0.11% of the 13F portfolio, value $19,637,653.

    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 73,930 shares
    Change vs previous 13F +58,034 shares

    0.08% of the 13F portfolio, value $12,806,810.

    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 15,896 shares
    Change vs previous 13F +3,401 shares

    0.03% of the 13F portfolio, value $2,785,566.

    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 12,495 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,238,660.

    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).