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Wealthspire Advisors, LLC: SPY position timeline

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

Wealthspire Advisors, LLC held 502,627 SPY 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 502,627 shares
    Change vs previous 13F +61,495 shares

    2.07% of the 13F portfolio, value $375,346,878.

    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 441,132 shares
    Change vs previous 13F -5,784 shares

    2.25% of the 13F portfolio, value $286,886,042.

    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 446,916 shares
    Change vs previous 13F +5,473 shares

    2.43% of the 13F portfolio, value $304,772,623.

    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 441,443 shares
    Change vs previous 13F +7,759 shares

    1.54% of the 13F portfolio, value $294,090,718.

    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 433,684 shares
    Change vs previous 13F -135,200 shares

    1.51% of the 13F portfolio, value $267,961,726.

    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 568,884 shares
    Change vs previous 13F -17,249 shares

    1.9% of the 13F portfolio, value $318,237,895.

    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 586,133 shares
    Change vs previous 13F -15,298 shares

    3.41% of the 13F portfolio, value $343,532,333.

    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 601,431 shares
    Change vs previous 13F not available

    3.51% of the 13F portfolio, value $345,087,221.

    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).