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Wealthspire Advisors, LLC: VIG position timeline

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

Wealthspire Advisors, LLC held 104,486 VIG 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 104,486 shares
    Change vs previous 13F +44,277 shares

    0.14% of the 13F portfolio, value $24,723,441.

    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 60,209 shares
    Change vs previous 13F +2,462 shares

    0.1% of the 13F portfolio, value $12,948,503.

    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 57,747 shares
    Change vs previous 13F -23,147 shares

    0.1% of the 13F portfolio, value $12,691,569.

    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 80,894 shares
    Change vs previous 13F +4,816 shares

    0.09% of the 13F portfolio, value $17,456,456.

    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 76,078 shares
    Change vs previous 13F -922 shares

    0.09% of the 13F portfolio, value $15,571,050.

    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 77,000 shares
    Change vs previous 13F +37,777 shares

    0.09% of the 13F portfolio, value $14,937,148.

    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 39,223 shares
    Change vs previous 13F +892 shares

    0.08% of the 13F portfolio, value $7,681,022.

    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 38,331 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,591,806.

    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).