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Wealthspire Advisors, LLC: SPSB position timeline

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

Wealthspire Advisors, LLC held 36,314 SPSB 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 36,314 shares
    Change vs previous 13F -2,333 shares

    0.01% of the 13F portfolio, value $1,089,784.

    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 38,647 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,162,116.

    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 38,647 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,167,140.

    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 38,647 shares
    Change vs previous 13F +1,703 shares

    0.01% of the 13F portfolio, value $1,170,618.

    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 36,944 shares
    Change vs previous 13F -2,500 shares

    0.01% of the 13F portfolio, value $1,115,340.

    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 39,444 shares
    Change vs previous 13F +1,240 shares

    0.01% of the 13F portfolio, value $1,187,265.

    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 38,204 shares
    Change vs previous 13F -1,339 shares

    0.01% of the 13F portfolio, value $1,140,772.

    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 39,543 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,197,363.

    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).