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Wealthspire Advisors, LLC: VTEB position timeline

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

Wealthspire Advisors, LLC held 661,660 VTEB 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 661,660 shares
    Change vs previous 13F -14,076 shares

    0.18% of the 13F portfolio, value $33,466,733.

    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 675,736 shares
    Change vs previous 13F -11,723 shares

    0.26% of the 13F portfolio, value $33,712,459.

    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 687,459 shares
    Change vs previous 13F -751,283 shares

    0.28% of the 13F portfolio, value $34,572,290.

    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 1,438,742 shares
    Change vs previous 13F -244,928 shares

    0.38% of the 13F portfolio, value $72,037,766.

    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 1,683,670 shares
    Change vs previous 13F +315,276 shares

    0.46% of the 13F portfolio, value $82,550,316.

    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 1,368,394 shares
    Change vs previous 13F +663,517 shares

    0.41% of the 13F portfolio, value $67,899,718.

    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 704,877 shares
    Change vs previous 13F -42,723 shares

    0.35% of the 13F portfolio, value $35,335,464.

    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 747,600 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $38,217,301.

    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).