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Wealthspire Advisors, LLC: TFC position timeline

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

Wealthspire Advisors, LLC held 27,175 TFC 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 27,175 shares
    Change vs previous 13F +4,119 shares

    0.01% of the 13F portfolio, value $1,353,875.

    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 23,056 shares
    Change vs previous 13F -9,281 shares

    0.01% of the 13F portfolio, value $1,059,888.

    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 32,337 shares
    Change vs previous 13F +6,870 shares

    0.01% of the 13F portfolio, value $1,591,322.

    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 25,467 shares
    Change vs previous 13F -2,206 shares

    0.01% of the 13F portfolio, value $1,164,341.

    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 27,673 shares
    Change vs previous 13F -2,960 shares

    0.01% of the 13F portfolio, value $1,189,666.

    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 30,633 shares
    Change vs previous 13F -2,970 shares

    0.01% of the 13F portfolio, value $1,260,550.

    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 33,603 shares
    Change vs previous 13F +7,507 shares

    0.01% of the 13F portfolio, value $1,457,715.

    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 26,096 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,116,113.

    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).