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Wealthspire Advisors, LLC: VBR position timeline

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

Wealthspire Advisors, LLC held 217,250 VBR 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 217,250 shares
    Change vs previous 13F +11,940 shares

    0.29% of the 13F portfolio, value $52,789,607.

    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 205,310 shares
    Change vs previous 13F +7,311 shares

    0.35% of the 13F portfolio, value $44,603,546.

    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 197,999 shares
    Change vs previous 13F -161,467 shares

    0.33% of the 13F portfolio, value $41,934,230.

    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 359,466 shares
    Change vs previous 13F +2,360 shares

    0.39% of the 13F portfolio, value $75,024,568.

    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 357,106 shares
    Change vs previous 13F +2,842 shares

    0.39% of the 13F portfolio, value $69,639,362.

    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 354,264 shares
    Change vs previous 13F +182,424 shares

    0.39% of the 13F portfolio, value $65,995,816.

    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 171,840 shares
    Change vs previous 13F +18,449 shares

    0.34% of the 13F portfolio, value $34,055,196.

    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 153,391 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $30,797,846.

    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).