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Wealthspire Advisors, LLC: SPYM position timeline

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

Wealthspire Advisors, LLC held 5,799,266 SPYM 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 5,799,266 shares
    Change vs previous 13F +5,047,815 shares

    2.81% of the 13F portfolio, value $509,639,495.

    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 751,451 shares
    Change vs previous 13F -15,468 shares

    0.45% of the 13F portfolio, value $57,516,041.

    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 766,919 shares
    Change vs previous 13F -27,654 shares

    0.49% of the 13F portfolio, value $61,522,221.

    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 794,573 shares
    Change vs previous 13F +1,936 shares

    0.33% of the 13F portfolio, value $62,246,886.

    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 792,637 shares
    Change vs previous 13F -45,573 shares

    0.32% of the 13F portfolio, value $57,616,738.

    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 838,210 shares
    Change vs previous 13F -25,523 shares

    0.33% of the 13F portfolio, value $55,120,679.

    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 863,733 shares
    Change vs previous 13F +77,753 shares

    0.59% of the 13F portfolio, value $59,545,757.

    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 785,980 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $53,061,519.

    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).