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Wealthspire Advisors, LLC: VTIP position timeline

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

Wealthspire Advisors, LLC held 5,045,602 VTIP 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 5,045,602 shares
    Change vs previous 13F +589,734 shares

    1.4% of the 13F portfolio, value $253,440,585.

    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 4,455,868 shares
    Change vs previous 13F +264,405 shares

    1.75% of the 13F portfolio, value $222,570,587.

    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 4,191,463 shares
    Change vs previous 13F -3,396,021 shares

    1.65% of the 13F portfolio, value $207,309,762.

    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 7,587,484 shares
    Change vs previous 13F +645,690 shares

    2.01% of the 13F portfolio, value $384,154,320.

    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 6,941,794 shares
    Change vs previous 13F +817,434 shares

    1.96% of the 13F portfolio, value $348,964,016.

    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 6,124,360 shares
    Change vs previous 13F +3,374,033 shares

    1.83% of the 13F portfolio, value $305,605,614.

    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 2,750,327 shares
    Change vs previous 13F +737,805 shares

    1.32% of the 13F portfolio, value $133,170,820.

    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 2,012,522 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $99,237,445.

    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).