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Wealthspire Advisors, LLC: XLF position timeline

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

Wealthspire Advisors, LLC held 97,277 XLF 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 97,277 shares
    Change vs previous 13F +35,544 shares

    0.03% of the 13F portfolio, value $5,215,006.

    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 61,733 shares
    Change vs previous 13F -623 shares

    0.02% of the 13F portfolio, value $3,047,746.

    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 62,356 shares
    Change vs previous 13F -369 shares

    0.03% of the 13F portfolio, value $3,415,241.

    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 62,725 shares
    Change vs previous 13F +2,888 shares

    0.02% of the 13F portfolio, value $3,379,007.

    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 59,837 shares
    Change vs previous 13F +581 shares

    0.02% of the 13F portfolio, value $3,133,677.

    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 59,256 shares
    Change vs previous 13F +1,505 shares

    0.02% of the 13F portfolio, value $2,951,525.

    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 57,751 shares
    Change vs previous 13F +8,261 shares

    0.03% of the 13F portfolio, value $2,791,106.

    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 49,490 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,242,907.

    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).