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Wealthspire Advisors, LLC: SCHP position timeline

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

Wealthspire Advisors, LLC held 492,881 SCHP 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 492,881 shares
    Change vs previous 13F +13,810 shares

    0.07% of the 13F portfolio, value $13,061,350.

    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 479,071 shares
    Change vs previous 13F +12,912 shares

    0.1% of the 13F portfolio, value $12,748,091.

    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 466,159 shares
    Change vs previous 13F -439,633 shares

    0.1% of the 13F portfolio, value $12,348,548.

    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 905,792 shares
    Change vs previous 13F +456,164 shares

    0.13% of the 13F portfolio, value $24,411,102.

    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 449,628 shares
    Change vs previous 13F -496,336 shares

    0.07% of the 13F portfolio, value $11,996,068.

    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 945,964 shares
    Change vs previous 13F +455,550 shares

    0.15% of the 13F portfolio, value $25,436,952.

    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 490,414 shares
    Change vs previous 13F +244,295 shares

    0.13% of the 13F portfolio, value $12,667,402.

    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 246,119 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $13,199,368.

    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).