Skip to content
Disclosery

Wealthspire Advisors, LLC: VMBS position timeline

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

Wealthspire Advisors, LLC held 4,792 VMBS 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 4,792 shares
    Change vs previous 13F -405 shares

    <0.01% of the 13F portfolio, value $224,297.

    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 5,197 shares
    Change vs previous 13F -1,014 shares

    <0.01% of the 13F portfolio, value $244,008.

    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 6,211 shares
    Change vs previous 13F -2,472 shares

    <0.01% of the 13F portfolio, value $292,420.

    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 8,683 shares
    Change vs previous 13F -292 shares

    <0.01% of the 13F portfolio, value $407,738.

    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 8,975 shares
    Change vs previous 13F -711 shares

    <0.01% of the 13F portfolio, value $415,911.

    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 9,686 shares
    Change vs previous 13F -1,566 shares

    <0.01% of the 13F portfolio, value $448,552.

    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 11,252 shares
    Change vs previous 13F +5,800 shares

    0.01% of the 13F portfolio, value $510,187.

    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 5,452 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $257,390.

    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).