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Disclosery

Wealthspire Advisors, LLC: SAP position timeline

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

Wealthspire Advisors, LLC held 0 SAP shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -3,079 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 3,079 shares
    Change vs previous 13F +1,612 shares

    0.01% of the 13F portfolio, value $747,851.

    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).

  3. period ended2025-09-30
    13F 1,467 shares
    Change vs previous 13F -96 shares

    <0.01% of the 13F portfolio, value $391,901.

    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).

  4. period ended2025-06-30
    13F 1,563 shares
    Change vs previous 13F +165 shares

    <0.01% of the 13F portfolio, value $475,199.

    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).

  5. period ended2025-03-31
    13F 1,398 shares
    Change vs previous 13F -51 shares

    <0.01% of the 13F portfolio, value $375,182.

    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).

  6. period ended2024-12-31
    13F 1,449 shares
    Change vs previous 13F +163 shares

    <0.01% of the 13F portfolio, value $356,670.

    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).

  7. period ended2024-09-30
    13F 1,286 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $294,541.

    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).