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Wealthspire Advisors, LLC: VOD position timeline

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

Wealthspire Advisors, LLC held 30,429 VOD 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 30,429 shares
    Change vs previous 13F +14,696 shares

    <0.01% of the 13F portfolio, value $406,305.

    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 15,733 shares
    Change vs previous 13F -5,159 shares

    <0.01% of the 13F portfolio, value $236,310.

    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 20,892 shares
    Change vs previous 13F +5,612 shares

    <0.01% of the 13F portfolio, value $279,586.

    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 15,280 shares
    Change vs previous 13F -759 shares

    <0.01% of the 13F portfolio, value $177,248.

    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 16,039 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $174,526.

    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 16,039 shares
    Change vs previous 13F -736 shares

    <0.01% of the 13F portfolio, value $150,286.

    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 16,775 shares
    Change vs previous 13F -7,379 shares

    <0.01% of the 13F portfolio, value $145,820.

    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 24,154 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $242,024.

    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).