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Wealthspire Advisors, LLC: VXF position timeline

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

Wealthspire Advisors, LLC held 838,191 VXF 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 838,191 shares
    Change vs previous 13F +14,641 shares

    1.14% of the 13F portfolio, value $206,370,853.

    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 823,550 shares
    Change vs previous 13F -11,541 shares

    1.33% of the 13F portfolio, value $169,486,591.

    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 835,091 shares
    Change vs previous 13F -811,241 shares

    1.39% of the 13F portfolio, value $174,634,168.

    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 1,646,332 shares
    Change vs previous 13F +17,472 shares

    1.8% of the 13F portfolio, value $344,643,150.

    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 1,628,860 shares
    Change vs previous 13F +45,828 shares

    1.76% of the 13F portfolio, value $313,897,364.

    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 1,583,032 shares
    Change vs previous 13F +803,373 shares

    1.63% of the 13F portfolio, value $272,693,194.

    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 779,659 shares
    Change vs previous 13F +17,871 shares

    1.47% of the 13F portfolio, value $148,119,535.

    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 761,788 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $138,640,353.

    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).