Skip to content
Disclosery

Wealthspire Advisors, LLC: SCHO position timeline

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

Wealthspire Advisors, LLC held 31,631 SCHO 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 31,631 shares
    Change vs previous 13F -29,247 shares

    <0.01% of the 13F portfolio, value $763,566.

    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 60,878 shares
    Change vs previous 13F +1,186 shares

    0.01% of the 13F portfolio, value $1,477,517.

    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 59,692 shares
    Change vs previous 13F +607 shares

    0.01% of the 13F portfolio, value $1,454,695.

    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 59,085 shares
    Change vs previous 13F +3,613 shares

    0.01% of the 13F portfolio, value $1,441,678.

    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 55,472 shares
    Change vs previous 13F -1 shares

    0.01% of the 13F portfolio, value $1,352,413.

    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 55,473 shares
    Change vs previous 13F -2,059 shares

    0.01% of the 13F portfolio, value $1,350,203.

    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 57,532 shares
    Change vs previous 13F +29,697 shares

    0.01% of the 13F portfolio, value $1,384,210.

    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 27,835 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,363,335.

    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).