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Wealthspire Advisors, LLC: SPYV position timeline

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

Wealthspire Advisors, LLC held 43,978 SPYV 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 43,978 shares
    Change vs previous 13F +15,385 shares

    0.01% of the 13F portfolio, value $2,673,400.

    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 28,593 shares
    Change vs previous 13F -15,134 shares

    0.01% of the 13F portfolio, value $1,617,765.

    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 43,727 shares
    Change vs previous 13F +1,151 shares

    0.02% of the 13F portfolio, value $2,484,123.

    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 42,576 shares
    Change vs previous 13F +145 shares

    0.01% of the 13F portfolio, value $2,355,745.

    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 42,431 shares
    Change vs previous 13F -6,167 shares

    0.01% of the 13F portfolio, value $2,220,818.

    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 48,598 shares
    Change vs previous 13F +1,316 shares

    0.01% of the 13F portfolio, value $2,481,895.

    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 47,282 shares
    Change vs previous 13F +18,672 shares

    0.02% of the 13F portfolio, value $2,418,019.

    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 28,610 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,512,300.

    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).