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Wealthspire Advisors, LLC: VT position timeline

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

Wealthspire Advisors, LLC held 153,843 VT 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 153,843 shares
    Change vs previous 13F -6,262 shares

    0.13% of the 13F portfolio, value $24,145,766.

    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 160,105 shares
    Change vs previous 13F +1,870 shares

    0.17% of the 13F portfolio, value $22,145,770.

    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 158,235 shares
    Change vs previous 13F -209,325 shares

    0.18% of the 13F portfolio, value $22,320,652.

    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 367,560 shares
    Change vs previous 13F +184,120 shares

    0.26% of the 13F portfolio, value $50,649,750.

    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 183,440 shares
    Change vs previous 13F -233,070 shares

    0.13% of the 13F portfolio, value $23,575,649.

    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 416,510 shares
    Change vs previous 13F +219,899 shares

    0.29% of the 13F portfolio, value $48,294,336.

    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 196,611 shares
    Change vs previous 13F -15,044 shares

    0.23% of the 13F portfolio, value $23,097,838.

    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 211,655 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $25,335,023.

    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).