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Wealthspire Advisors, LLC: SCHF position timeline

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

Wealthspire Advisors, LLC held 10,939,617 SCHF 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 10,939,617 shares
    Change vs previous 13F -1,269,463 shares

    1.67% of the 13F portfolio, value $303,027,391.

    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 12,209,080 shares
    Change vs previous 13F +1,310,281 shares

    2.37% of the 13F portfolio, value $302,174,720.

    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 10,898,799 shares
    Change vs previous 13F -10,690,235 shares

    2.09% of the 13F portfolio, value $262,007,131.

    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 21,589,034 shares
    Change vs previous 13F +63,678 shares

    2.63% of the 13F portfolio, value $502,592,682.

    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 21,525,356 shares
    Change vs previous 13F +1,065,094 shares

    2.67% of the 13F portfolio, value $475,710,368.

    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 20,460,262 shares
    Change vs previous 13F +10,262,110 shares

    2.42% of the 13F portfolio, value $404,703,988.

    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 10,198,152 shares
    Change vs previous 13F +5,238,361 shares

    1.88% of the 13F portfolio, value $188,665,814.

    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 4,959,791 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $203,946,587.

    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).