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Wealthspire Advisors, LLC: TFI position timeline

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

Wealthspire Advisors, LLC held 117,063 TFI 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 117,063 shares
    Change vs previous 13F -3,707 shares

    0.03% of the 13F portfolio, value $5,361,486.

    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 120,770 shares
    Change vs previous 13F +913 shares

    0.04% of the 13F portfolio, value $5,475,712.

    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 119,857 shares
    Change vs previous 13F +3,280 shares

    0.04% of the 13F portfolio, value $5,478,678.

    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 116,577 shares
    Change vs previous 13F -19,427 shares

    0.03% of the 13F portfolio, value $5,312,409.

    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 136,004 shares
    Change vs previous 13F -32,820 shares

    0.03% of the 13F portfolio, value $6,075,317.

    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 168,824 shares
    Change vs previous 13F -2,907 shares

    0.05% of the 13F portfolio, value $7,608,899.

    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 171,731 shares
    Change vs previous 13F -7,602 shares

    0.08% of the 13F portfolio, value $7,834,389.

    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 179,333 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $8,398,174.

    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).