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Wealthspire Advisors, LLC: T position timeline

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

Wealthspire Advisors, LLC held 171,317 T 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 171,317 shares
    Change vs previous 13F +30,722 shares

    0.02% of the 13F portfolio, value $3,546,275.

    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 140,595 shares
    Change vs previous 13F -42,103 shares

    0.03% of the 13F portfolio, value $4,075,856.

    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 182,698 shares
    Change vs previous 13F +65,300 shares

    0.04% of the 13F portfolio, value $4,538,209.

    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 117,398 shares
    Change vs previous 13F +6,750 shares

    0.02% of the 13F portfolio, value $3,315,339.

    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 110,648 shares
    Change vs previous 13F +3,397 shares

    0.02% of the 13F portfolio, value $3,202,162.

    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 107,251 shares
    Change vs previous 13F -2,929 shares

    0.02% of the 13F portfolio, value $3,033,069.

    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 110,180 shares
    Change vs previous 13F +1,130 shares

    0.02% of the 13F portfolio, value $2,508,802.

    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 109,050 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,399,088.

    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).