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Wealthspire Advisors, LLC: SBUX position timeline

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

Wealthspire Advisors, LLC held 69,864 SBUX 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 69,864 shares
    Change vs previous 13F +5,693 shares

    0.04% of the 13F portfolio, value $7,139,426.

    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 64,171 shares
    Change vs previous 13F +12,054 shares

    0.05% of the 13F portfolio, value $5,749,098.

    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 52,117 shares
    Change vs previous 13F -34,707 shares

    0.03% of the 13F portfolio, value $4,388,737.

    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 86,824 shares
    Change vs previous 13F -8,546 shares

    0.04% of the 13F portfolio, value $7,345,362.

    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 95,370 shares
    Change vs previous 13F +4,848 shares

    0.05% of the 13F portfolio, value $8,738,674.

    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 90,522 shares
    Change vs previous 13F +47,805 shares

    0.05% of the 13F portfolio, value $8,879,262.

    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 42,717 shares
    Change vs previous 13F +516 shares

    0.04% of the 13F portfolio, value $3,897,906.

    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 42,201 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,114,247.

    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).