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Wealthspire Advisors, LLC: TROW position timeline

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

Wealthspire Advisors, LLC held 9,146 TROW 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 9,146 shares
    Change vs previous 13F +3,265 shares

    0.01% of the 13F portfolio, value $1,039,832.

    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 5,881 shares
    Change vs previous 13F -4,448 shares

    <0.01% of the 13F portfolio, value $530,144.

    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 10,329 shares
    Change vs previous 13F +1,433 shares

    0.01% of the 13F portfolio, value $1,057,529.

    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 8,896 shares
    Change vs previous 13F -3,434 shares

    <0.01% of the 13F portfolio, value $913,089.

    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 12,330 shares
    Change vs previous 13F +605 shares

    0.01% of the 13F portfolio, value $1,189,876.

    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 11,725 shares
    Change vs previous 13F -780 shares

    0.01% of the 13F portfolio, value $1,077,182.

    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 12,505 shares
    Change vs previous 13F +344 shares

    0.01% of the 13F portfolio, value $1,414,173.

    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 12,161 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,324,679.

    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).