Current Market Value 2,836,105,000
Current Holdings 484
Most Recent File Date 2020-11-13
Total Filings on Record 20
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Wealthspire Advisors, L.P. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2020-11-13 2020-09-30 13F-HR 484 2,836,105
2020-08-14 2020-06-30 13F-HR 448 1,397,790
2020-05-13 2020-03-31 13F-HR 432 1,148,920
2020-02-14 2019-12-31 13F-HR 499 1,490,429
2019-11-13 2019-09-30 13F-HR 178 45,976
2019-08-12 2019-06-30 13F-HR 459 1,336,157
2019-05-13 2019-03-31 13F-HR 2596 1,326,066
2019-02-14 2018-12-31 13F-HR 2559 1,124,089
2018-11-13 2018-09-30 13F-HR 2515 1,213,756
2018-08-08 2018-06-30 13F-HR 2568 1,103,900
2018-05-03 2018-03-31 13F-HR 2637 1,061,697
2018-02-07 2017-12-31 13F-HR 2573 1,028,094
2017-11-08 2017-09-30 13F-HR 2514 917,605
2017-08-08 2017-06-30 13F-HR 2323 844,136
2017-05-09 2017-03-31 13F-HR 2058 702,973
2017-02-06 2016-12-31 13F-HR 1843 668,772
2016-11-04 2016-09-30 13F-HR 1827 641,744
2016-08-12 2016-06-30 13F-HR 1812 600,268
2016-05-06 2016-03-31 13F-HR 1849 566,751
2016-02-10 2015-12-31 13F-HR 1849 537,465