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Wealthspire Advisors, LLC: SCHB position timeline

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

Wealthspire Advisors, LLC held 537,166 SCHB 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 537,166 shares
    Change vs previous 13F +56,889 shares

    0.09% of the 13F portfolio, value $15,556,332.

    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 480,277 shares
    Change vs previous 13F -20,290 shares

    0.09% of the 13F portfolio, value $12,054,948.

    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 500,567 shares
    Change vs previous 13F -501,705 shares

    0.1% of the 13F portfolio, value $13,129,884.

    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 1,002,272 shares
    Change vs previous 13F +1,580 shares

    0.13% of the 13F portfolio, value $25,768,422.

    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 1,000,692 shares
    Change vs previous 13F -3,226 shares

    0.13% of the 13F portfolio, value $23,846,486.

    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 1,003,918 shares
    Change vs previous 13F +496,815 shares

    0.13% of the 13F portfolio, value $21,614,332.

    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 507,103 shares
    Change vs previous 13F +336,858 shares

    0.11% of the 13F portfolio, value $11,511,248.

    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 170,245 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $11,324,717.

    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).