Skip to content
Disclosery

Wealthspire Advisors, LLC: SCHE position timeline

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

Wealthspire Advisors, LLC held 1,005,812 SCHE 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 1,005,812 shares
    Change vs previous 13F -250,683 shares

    0.2% of the 13F portfolio, value $36,470,731.

    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 1,256,495 shares
    Change vs previous 13F +248,465 shares

    0.33% of the 13F portfolio, value $41,401,509.

    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 1,008,030 shares
    Change vs previous 13F -887,206 shares

    0.26% of the 13F portfolio, value $33,012,972.

    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 1,895,236 shares
    Change vs previous 13F -13,334 shares

    0.33% of the 13F portfolio, value $63,243,986.

    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 1,908,570 shares
    Change vs previous 13F +17,274 shares

    0.32% of the 13F portfolio, value $57,524,286.

    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 1,891,296 shares
    Change vs previous 13F +952,161 shares

    0.31% of the 13F portfolio, value $52,142,986.

    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 939,135 shares
    Change vs previous 13F +40,096 shares

    0.25% of the 13F portfolio, value $25,009,147.

    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 899,039 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $26,233,944.

    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).