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Wealthspire Advisors, LLC: SPYG position timeline

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

Wealthspire Advisors, LLC held 380,113 SPYG 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 380,113 shares
    Change vs previous 13F +277,480 shares

    0.25% of the 13F portfolio, value $45,229,737.

    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 102,633 shares
    Change vs previous 13F +6,875 shares

    0.08% of the 13F portfolio, value $10,048,813.

    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 95,758 shares
    Change vs previous 13F +1,605 shares

    0.08% of the 13F portfolio, value $10,217,327.

    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 94,153 shares
    Change vs previous 13F -54,905 shares

    0.05% of the 13F portfolio, value $9,839,946.

    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 149,058 shares
    Change vs previous 13F +7,261 shares

    0.08% of the 13F portfolio, value $14,208,156.

    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 141,797 shares
    Change vs previous 13F -5,591 shares

    0.07% of the 13F portfolio, value $11,396,249.

    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 147,388 shares
    Change vs previous 13F +8,855 shares

    0.13% of the 13F portfolio, value $12,955,392.

    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 138,533 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $11,489,915.

    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).