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Wealthspire Advisors, LLC: VONE position timeline

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

Wealthspire Advisors, LLC held 8,140 VONE 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 8,140 shares
    Change vs previous 13F +21 shares

    0.02% of the 13F portfolio, value $2,757,088.

    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 8,119 shares
    Change vs previous 13F +2,312 shares

    0.02% of the 13F portfolio, value $2,395,989.

    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 5,807 shares
    Change vs previous 13F +346 shares

    0.01% of the 13F portfolio, value $1,794,681.

    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 5,461 shares
    Change vs previous 13F +15 shares

    0.01% of the 13F portfolio, value $1,651,164.

    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 5,446 shares
    Change vs previous 13F +16 shares

    0.01% of the 13F portfolio, value $1,529,505.

    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 5,430 shares
    Change vs previous 13F +16 shares

    0.01% of the 13F portfolio, value $1,378,540.

    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 5,414 shares
    Change vs previous 13F +15 shares

    0.01% of the 13F portfolio, value $1,443,937.

    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 5,399 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,404,098.

    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).