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Wealthspire Advisors, LLC: VV position timeline

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

Wealthspire Advisors, LLC held 530,162 VV 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 530,162 shares
    Change vs previous 13F -277,621 shares

    1% of the 13F portfolio, value $182,328,182.

    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 807,783 shares
    Change vs previous 13F +262,452 shares

    1.9% of the 13F portfolio, value $241,405,936.

    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 545,331 shares
    Change vs previous 13F -495,641 shares

    1.37% of the 13F portfolio, value $171,670,310.

    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 1,040,972 shares
    Change vs previous 13F -55,906 shares

    1.68% of the 13F portfolio, value $320,473,336.

    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 1,096,878 shares
    Change vs previous 13F +227,460 shares

    1.76% of the 13F portfolio, value $312,939,026.

    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 869,418 shares
    Change vs previous 13F +420,575 shares

    1.34% of the 13F portfolio, value $223,466,410.

    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 448,843 shares
    Change vs previous 13F +8,217 shares

    1.2% of the 13F portfolio, value $121,052,814.

    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 440,626 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $116,012,565.

    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).