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Wealthspire Advisors, LLC: WBD position timeline

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

Wealthspire Advisors, LLC held 33,340 WBD 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 33,340 shares
    Change vs previous 13F +1,905 shares

    <0.01% of the 13F portfolio, value $888,844.

    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 31,435 shares
    Change vs previous 13F -29,676 shares

    0.01% of the 13F portfolio, value $863,206.

    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 61,111 shares
    Change vs previous 13F +34,355 shares

    0.01% of the 13F portfolio, value $1,761,220.

    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 26,756 shares
    Change vs previous 13F +6,143 shares

    <0.01% of the 13F portfolio, value $522,546.

    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 20,613 shares
    Change vs previous 13F -1,441 shares

    <0.01% of the 13F portfolio, value $236,226.

    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 22,054 shares
    Change vs previous 13F -162 shares

    <0.01% of the 13F portfolio, value $236,643.

    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 22,216 shares
    Change vs previous 13F +1,749 shares

    <0.01% of the 13F portfolio, value $234,826.

    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 20,467 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $168,855.

    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).