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Wealthspire Advisors, LLC: SPMD position timeline

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

Wealthspire Advisors, LLC held 144,356 SPMD 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 144,356 shares
    Change vs previous 13F -6,772 shares

    0.05% of the 13F portfolio, value $9,752,724.

    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 151,128 shares
    Change vs previous 13F -4,633 shares

    0.07% of the 13F portfolio, value $8,949,818.

    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 155,761 shares
    Change vs previous 13F -8,157 shares

    0.07% of the 13F portfolio, value $9,020,113.

    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 163,918 shares
    Change vs previous 13F -4,100 shares

    0.05% of the 13F portfolio, value $9,374,467.

    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 168,018 shares
    Change vs previous 13F +4,251 shares

    0.05% of the 13F portfolio, value $9,136,821.

    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 163,767 shares
    Change vs previous 13F -1,316 shares

    0.05% of the 13F portfolio, value $8,381,602.

    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 165,083 shares
    Change vs previous 13F -9,675 shares

    0.09% of the 13F portfolio, value $9,028,429.

    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 174,758 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $9,555,744.

    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).