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Wealthspire Advisors, LLC: V position timeline

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

Wealthspire Advisors, LLC held 57,671 V 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 57,671 shares
    Change vs previous 13F +30,352 shares

    0.11% of the 13F portfolio, value $19,786,465.

    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 27,319 shares
    Change vs previous 13F -8,838 shares

    0.06% of the 13F portfolio, value $8,256,761.

    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 36,157 shares
    Change vs previous 13F +12,789 shares

    0.1% of the 13F portfolio, value $12,680,599.

    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 23,368 shares
    Change vs previous 13F -2,889 shares

    0.04% of the 13F portfolio, value $7,977,253.

    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 26,257 shares
    Change vs previous 13F +371 shares

    0.05% of the 13F portfolio, value $9,322,646.

    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 25,886 shares
    Change vs previous 13F +1,537 shares

    0.05% of the 13F portfolio, value $9,072,022.

    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 24,349 shares
    Change vs previous 13F -2,146 shares

    0.08% of the 13F portfolio, value $7,695,271.

    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 26,495 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,284,817.

    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).