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Wealthspire Advisors, LLC: VDC position timeline

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

Wealthspire Advisors, LLC held 38,953 VDC 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 38,953 shares
    Change vs previous 13F -258 shares

    0.05% of the 13F portfolio, value $8,783,394.

    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 39,211 shares
    Change vs previous 13F -422 shares

    0.07% of the 13F portfolio, value $8,806,500.

    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 39,633 shares
    Change vs previous 13F -1,506 shares

    0.07% of the 13F portfolio, value $8,372,120.

    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 41,139 shares
    Change vs previous 13F -454 shares

    0.05% of the 13F portfolio, value $8,792,717.

    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 41,593 shares
    Change vs previous 13F -585 shares

    0.05% of the 13F portfolio, value $9,108,849.

    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 42,178 shares
    Change vs previous 13F -1,458 shares

    0.06% of the 13F portfolio, value $9,229,442.

    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 43,636 shares
    Change vs previous 13F -1,218 shares

    0.09% of the 13F portfolio, value $9,223,728.

    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 44,854 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $9,799,776.

    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).