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Wealthspire Advisors, LLC: SUB position timeline

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

Wealthspire Advisors, LLC held 47,550 SUB 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 47,550 shares
    Change vs previous 13F -564 shares

    0.03% of the 13F portfolio, value $5,062,653.

    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 48,114 shares
    Change vs previous 13F -116 shares

    0.04% of the 13F portfolio, value $5,124,145.

    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 48,230 shares
    Change vs previous 13F -47,704 shares

    0.04% of the 13F portfolio, value $5,146,150.

    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 95,934 shares
    Change vs previous 13F -1,926 shares

    0.05% of the 13F portfolio, value $10,243,898.

    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 97,860 shares
    Change vs previous 13F +33,220 shares

    0.06% of the 13F portfolio, value $10,406,508.

    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 64,640 shares
    Change vs previous 13F +29,791 shares

    0.04% of the 13F portfolio, value $6,825,986.

    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 34,849 shares
    Change vs previous 13F -6,710 shares

    0.04% of the 13F portfolio, value $3,675,803.

    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 41,559 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,413,108.

    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).