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Wealthspire Advisors, LLC: WFC position timeline

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

Wealthspire Advisors, LLC held 65,241 WFC 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 65,241 shares
    Change vs previous 13F +25,845 shares

    0.03% of the 13F portfolio, value $5,391,500.

    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 39,396 shares
    Change vs previous 13F -13,586 shares

    0.02% of the 13F portfolio, value $3,136,318.

    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 52,982 shares
    Change vs previous 13F -15,896 shares

    0.04% of the 13F portfolio, value $4,937,960.

    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 68,878 shares
    Change vs previous 13F -5,614 shares

    0.03% of the 13F portfolio, value $5,773,288.

    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 74,492 shares
    Change vs previous 13F -69,096 shares

    0.03% of the 13F portfolio, value $5,968,334.

    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 143,588 shares
    Change vs previous 13F +119,977 shares

    0.06% of the 13F portfolio, value $10,308,108.

    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 23,611 shares
    Change vs previous 13F +2,507 shares

    0.02% of the 13F portfolio, value $1,658,396.

    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 21,104 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,192,122.

    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).