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Wealthspire Advisors, LLC: VOT position timeline

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

Wealthspire Advisors, LLC held 57,951 VOT 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 57,951 shares
    Change vs previous 13F +2,145 shares

    0.1% of the 13F portfolio, value $17,750,297.

    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 55,806 shares
    Change vs previous 13F +3,326 shares

    0.11% of the 13F portfolio, value $14,361,633.

    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 52,480 shares
    Change vs previous 13F -49,246 shares

    0.12% of the 13F portfolio, value $14,649,183.

    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 101,726 shares
    Change vs previous 13F -896 shares

    0.16% of the 13F portfolio, value $29,886,554.

    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 102,622 shares
    Change vs previous 13F -13,326 shares

    0.16% of the 13F portfolio, value $29,185,104.

    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 115,948 shares
    Change vs previous 13F +56,555 shares

    0.17% of the 13F portfolio, value $28,365,992.

    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 59,393 shares
    Change vs previous 13F -2,818 shares

    0.15% of the 13F portfolio, value $15,071,144.

    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 62,211 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $15,146,565.

    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).