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Wealthspire Advisors, LLC: XLK position timeline

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

Wealthspire Advisors, LLC held 295,627 XLK 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 295,627 shares
    Change vs previous 13F +265,969 shares

    0.31% of the 13F portfolio, value $56,322,873.

    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 29,658 shares
    Change vs previous 13F -4,734 shares

    0.03% of the 13F portfolio, value $3,941,568.

    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 34,392 shares
    Change vs previous 13F +16,788 shares

    0.04% of the 13F portfolio, value $4,951,425.

    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 17,604 shares
    Change vs previous 13F +3,453 shares

    0.03% of the 13F portfolio, value $4,961,695.

    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 14,151 shares
    Change vs previous 13F +1,869 shares

    0.02% of the 13F portfolio, value $3,583,302.

    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 12,282 shares
    Change vs previous 13F -1,086 shares

    0.02% of the 13F portfolio, value $2,535,954.

    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 13,368 shares
    Change vs previous 13F +608 shares

    0.03% of the 13F portfolio, value $3,108,359.

    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 12,760 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,880,615.

    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).