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Wealthspire Advisors, LLC: SCHX position timeline

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

Wealthspire Advisors, LLC held 2,840,786 SCHX 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 2,840,786 shares
    Change vs previous 13F +17,856 shares

    0.46% of the 13F portfolio, value $83,604,311.

    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 2,822,930 shares
    Change vs previous 13F +6,521 shares

    0.57% of the 13F portfolio, value $72,379,923.

    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 2,816,409 shares
    Change vs previous 13F -2,914,447 shares

    0.6% of the 13F portfolio, value $75,789,571.

    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 5,730,856 shares
    Change vs previous 13F -111,468 shares

    0.79% of the 13F portfolio, value $150,950,748.

    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 5,842,324 shares
    Change vs previous 13F -241,002 shares

    0.8% of the 13F portfolio, value $142,786,402.

    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 6,083,326 shares
    Change vs previous 13F +2,974,256 shares

    0.8% of the 13F portfolio, value $134,319,866.

    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 3,109,070 shares
    Change vs previous 13F +2,071,267 shares

    0.72% of the 13F portfolio, value $72,068,234.

    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 1,037,803 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $70,414,900.

    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).