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Wealthspire Advisors, LLC: VBK position timeline

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

Wealthspire Advisors, LLC held 205,004 VBK 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 205,004 shares
    Change vs previous 13F +886 shares

    0.41% of the 13F portfolio, value $74,969,941.

    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 204,118 shares
    Change vs previous 13F +632 shares

    0.48% of the 13F portfolio, value $61,694,560.

    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 203,486 shares
    Change vs previous 13F -153,716 shares

    0.49% of the 13F portfolio, value $61,475,247.

    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 357,202 shares
    Change vs previous 13F -6,960 shares

    0.56% of the 13F portfolio, value $106,311,316.

    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 364,162 shares
    Change vs previous 13F -8,866 shares

    0.57% of the 13F portfolio, value $100,851,666.

    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 373,028 shares
    Change vs previous 13F +182,955 shares

    0.56% of the 13F portfolio, value $93,916,816.

    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 190,073 shares
    Change vs previous 13F +20,048 shares

    0.53% of the 13F portfolio, value $53,231,811.

    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 170,025 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $45,459,468.

    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).