Skip to content
Disclosery

Wealthspire Advisors, LLC: SUSB position timeline

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

Wealthspire Advisors, LLC held 511,273 SUSB 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 511,273 shares
    Change vs previous 13F +18,809 shares

    0.07% of the 13F portfolio, value $12,776,719.

    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 492,464 shares
    Change vs previous 13F -14,244 shares

    0.1% of the 13F portfolio, value $12,343,613.

    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 506,708 shares
    Change vs previous 13F +17,246 shares

    0.1% of the 13F portfolio, value $12,789,321.

    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 489,462 shares
    Change vs previous 13F +10,155 shares

    0.06% of the 13F portfolio, value $12,388,276.

    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 479,307 shares
    Change vs previous 13F +9,075 shares

    0.07% of the 13F portfolio, value $12,064,159.

    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 470,232 shares
    Change vs previous 13F +2,576 shares

    0.07% of the 13F portfolio, value $11,751,088.

    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 467,656 shares
    Change vs previous 13F -450,272 shares

    0.11% of the 13F portfolio, value $11,551,108.

    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 917,928 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $23,095,070.

    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).