Wealthspire Advisors, LLC: TPL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthspire Advisors, LLC on TPL, newest first. How the timeline and the estimate are built.
Wealthspire Advisors, LLC held 1,603 TPL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 1,603 sharesChange vs previous 13F +84 shares
<0.01% of the 13F portfolio, value $701,796.
13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,519 sharesChange vs previous 13F -462 shares
0.01% of the 13F portfolio, value $720,971.
13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,981 sharesChange vs previous 13F +1,238 shares
<0.01% of the 13F portfolio, value $569,043.
13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 743 sharesChange vs previous 13F -59 shares
<0.01% of the 13F portfolio, value $693,874.
13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 802 sharesChange vs previous 13F -4 shares
<0.01% of the 13F portfolio, value $847,394.
13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 806 sharesChange vs previous 13F +12 shares
0.01% of the 13F portfolio, value $1,068,119.
13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 794 sharesChange vs previous 13F +46 shares
0.01% of the 13F portfolio, value $878,256.
13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 748 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $661,786.
13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).