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Wealthspire Advisors, LLC: VO position timeline

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

Wealthspire Advisors, LLC held 2,345,040 VO 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 2,345,040 shares
    Change vs previous 13F +1,726,532 shares

    1.04% of the 13F portfolio, value $188,939,861.

    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 618,508 shares
    Change vs previous 13F +16,421 shares

    1.39% of the 13F portfolio, value $177,623,161.

    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 602,087 shares
    Change vs previous 13F -605,773 shares

    1.39% of the 13F portfolio, value $174,737,627.

    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 1,207,860 shares
    Change vs previous 13F -10,060 shares

    1.86% of the 13F portfolio, value $354,815,612.

    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 1,217,920 shares
    Change vs previous 13F +98,834 shares

    1.92% of the 13F portfolio, value $340,830,468.

    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 1,119,086 shares
    Change vs previous 13F +561,872 shares

    1.73% of the 13F portfolio, value $289,418,256.

    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 557,214 shares
    Change vs previous 13F +6,087 shares

    1.46% of the 13F portfolio, value $147,177,088.

    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 551,127 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $145,403,777.

    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).