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Wealthspire Advisors, LLC: VOO position timeline

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

Wealthspire Advisors, LLC held 1,154,326 VOO 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 1,154,326 shares
    Change vs previous 13F +24,199 shares

    4.37% of the 13F portfolio, value $792,802,706.

    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 1,130,127 shares
    Change vs previous 13F -26,835 shares

    5.3% of the 13F portfolio, value $675,307,398.

    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 1,156,962 shares
    Change vs previous 13F -1,152,658 shares

    5.77% of the 13F portfolio, value $725,565,800.

    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 2,309,620 shares
    Change vs previous 13F -1,680 shares

    7.4% of the 13F portfolio, value $1,414,422,562.

    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 2,311,300 shares
    Change vs previous 13F -40,256 shares

    7.38% of the 13F portfolio, value $1,312,950,434.

    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 2,351,556 shares
    Change vs previous 13F +1,180,040 shares

    7.22% of the 13F portfolio, value $1,208,488,714.

    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 1,171,516 shares
    Change vs previous 13F +7,949 shares

    6.27% of the 13F portfolio, value $631,224,218.

    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 1,163,567 shares
    Change vs previous 13F not available

    6.25% of the 13F portfolio, value $614,012,224.

    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).