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Wealthspire Advisors, LLC: VB position timeline

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

Wealthspire Advisors, LLC held 389,955 VB 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 389,955 shares
    Change vs previous 13F -11,581 shares

    0.65% of the 13F portfolio, value $118,203,233.

    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 401,536 shares
    Change vs previous 13F +2,938 shares

    0.83% of the 13F portfolio, value $105,170,256.

    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 398,598 shares
    Change vs previous 13F -395,130 shares

    0.82% of the 13F portfolio, value $102,818,390.

    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 793,728 shares
    Change vs previous 13F -7,532 shares

    1.06% of the 13F portfolio, value $201,831,574.

    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 801,260 shares
    Change vs previous 13F +52,608 shares

    1.07% of the 13F portfolio, value $189,885,356.

    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 748,652 shares
    Change vs previous 13F +373,195 shares

    0.99% of the 13F portfolio, value $166,013,658.

    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 375,457 shares
    Change vs previous 13F +1,344 shares

    0.9% of the 13F portfolio, value $90,214,830.

    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 374,113 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $88,744,520.

    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).