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Wealthspire Advisors, LLC: SHW position timeline

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

Wealthspire Advisors, LLC held 5,047 SHW 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 5,047 shares
    Change vs previous 13F +291 shares

    0.01% of the 13F portfolio, value $1,737,784.

    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 4,756 shares
    Change vs previous 13F -4,755 shares

    0.01% of the 13F portfolio, value $1,524,605.

    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 9,511 shares
    Change vs previous 13F +4,716 shares

    0.02% of the 13F portfolio, value $3,081,738.

    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 4,795 shares
    Change vs previous 13F -6,235 shares

    0.01% of the 13F portfolio, value $1,660,360.

    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 11,030 shares
    Change vs previous 13F +920 shares

    0.02% of the 13F portfolio, value $3,787,344.

    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 10,110 shares
    Change vs previous 13F +5,229 shares

    0.02% of the 13F portfolio, value $3,530,302.

    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 4,881 shares
    Change vs previous 13F -15 shares

    0.02% of the 13F portfolio, value $1,659,192.

    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 4,896 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,868,649.

    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).