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Wealthspire Advisors, LLC: SOXX position timeline

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

Wealthspire Advisors, LLC held 161,642 SOXX 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 161,642 shares
    Change vs previous 13F +150,986 shares

    0.57% of the 13F portfolio, value $103,574,091.

    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 10,656 shares
    Change vs previous 13F +1,077 shares

    0.03% of the 13F portfolio, value $3,502,347.

    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 9,579 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $2,884,582.

    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 9,577 shares
    Change vs previous 13F -1,324 shares

    0.01% of the 13F portfolio, value $2,596,396.

    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 10,901 shares
    Change vs previous 13F +2,930 shares

    0.01% of the 13F portfolio, value $2,602,013.

    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 7,971 shares
    Change vs previous 13F -2,016 shares

    0.01% of the 13F portfolio, value $1,499,969.

    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 9,987 shares
    Change vs previous 13F +242 shares

    0.02% of the 13F portfolio, value $2,151,991.

    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 9,745 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,246,985.

    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).