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Wealthspire Advisors, LLC: SMMD position timeline

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

Wealthspire Advisors, LLC held 562,618 SMMD 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 562,618 shares
    Change vs previous 13F +22,284 shares

    0.28% of the 13F portfolio, value $51,552,739.

    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 540,334 shares
    Change vs previous 13F +32,749 shares

    0.32% of the 13F portfolio, value $41,254,467.

    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 507,585 shares
    Change vs previous 13F +7,623 shares

    0.3% of the 13F portfolio, value $38,038,448.

    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 499,962 shares
    Change vs previous 13F -3,426 shares

    0.19% of the 13F portfolio, value $36,862,171.

    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 503,388 shares
    Change vs previous 13F +21,416 shares

    0.19% of the 13F portfolio, value $34,119,644.

    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 481,972 shares
    Change vs previous 13F +12,590 shares

    0.18% of the 13F portfolio, value $30,142,507.

    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 469,382 shares
    Change vs previous 13F +42,569 shares

    0.32% of the 13F portfolio, value $31,918,009.

    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 426,813 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $28,908,022.

    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).