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Wealthspire Advisors, LLC: USFR position timeline

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

Wealthspire Advisors, LLC held 580,812 USFR 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 580,812 shares
    Change vs previous 13F -228,986 shares

    0.16% of the 13F portfolio, value $29,243,887.

    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 809,798 shares
    Change vs previous 13F -363,938 shares

    0.32% of the 13F portfolio, value $40,765,236.

    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 1,173,736 shares
    Change vs previous 13F +513,733 shares

    0.47% of the 13F portfolio, value $59,062,416.

    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 660,003 shares
    Change vs previous 13F -57,472 shares

    0.17% of the 13F portfolio, value $33,178,376.

    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 717,475 shares
    Change vs previous 13F -799,449 shares

    0.2% of the 13F portfolio, value $36,096,155.

    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 1,516,924 shares
    Change vs previous 13F +112,529 shares

    0.46% of the 13F portfolio, value $76,346,803.

    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 1,404,395 shares
    Change vs previous 13F +383,349 shares

    0.7% of the 13F portfolio, value $70,669,165.

    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 1,021,046 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $51,276,906.

    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).