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Wealthspire Advisors, LLC: VCSH position timeline

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

Wealthspire Advisors, LLC held 553,373 VCSH 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 553,373 shares
    Change vs previous 13F +76,351 shares

    0.24% of the 13F portfolio, value $43,733,114.

    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 477,022 shares
    Change vs previous 13F +11,239 shares

    0.3% of the 13F portfolio, value $37,813,515.

    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 465,783 shares
    Change vs previous 13F +40,033 shares

    0.3% of the 13F portfolio, value $37,136,863.

    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 425,750 shares
    Change vs previous 13F +13,131 shares

    0.18% of the 13F portfolio, value $34,030,148.

    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 412,619 shares
    Change vs previous 13F -319,128 shares

    0.18% of the 13F portfolio, value $32,803,263.

    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 731,747 shares
    Change vs previous 13F +318,974 shares

    0.35% of the 13F portfolio, value $57,764,084.

    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 412,773 shares
    Change vs previous 13F +2,877 shares

    0.32% of the 13F portfolio, value $32,200,396.

    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 409,896 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $32,553,929.

    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).