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Wealthspire Advisors, LLC: SHYD position timeline

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

Wealthspire Advisors, LLC held 72,357 SHYD 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 72,357 shares
    Change vs previous 13F -245 shares

    0.01% of the 13F portfolio, value $1,656,976.

    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 72,602 shares
    Change vs previous 13F +1,610 shares

    0.01% of the 13F portfolio, value $1,645,162.

    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 70,992 shares
    Change vs previous 13F -1,735 shares

    0.01% of the 13F portfolio, value $1,626,427.

    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 72,727 shares
    Change vs previous 13F +95 shares

    0.01% of the 13F portfolio, value $1,665,449.

    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 72,632 shares
    Change vs previous 13F -5,114 shares

    0.01% of the 13F portfolio, value $1,640,699.

    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 77,746 shares
    Change vs previous 13F -6,929 shares

    0.01% of the 13F portfolio, value $1,748,508.

    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 84,675 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,903,494.

    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).