Current Market Value 17,795,409,588
Current Holdings 848
Most Recent File Date 2025-08-11
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Wealthspire Advisors, LLC . 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)
2025-08-11 2025-06-30 13F-HR 848 17,795,410
2025-05-09 2025-03-31 13F-HR 789 16,737,943
2025-02-04 2024-12-31 13F-HR 792 10,061,821
2024-11-13 2024-09-30 13F-HR 756 9,829,075
2024-08-08 2024-06-30 13F-HR 663 7,808,867
2024-05-06 2024-03-31 13F-HR 641 7,497,650
2024-02-07 2023-12-31 13F-HR 644 7,039,581
2023-11-06 2023-09-30 13F-HR 594 6,055,651
2023-08-01 2023-06-30 13F-HR 559 6,118,556
2023-05-09 2023-03-31 13F-HR 533 5,826,513
2023-02-14 2022-12-31 13F-HR 581 5,495,364
2022-11-14 2022-09-30 13F-HR 510 4,784,540
2022-08-09 2022-06-30 13F-HR 497 4,783,363
2022-05-09 2022-03-31 13F-HR 428 4,445,684
2022-02-14 2021-12-31 13F-HR 534 4,519,885
2021-11-15 2021-09-30 13F-HR 579 4,819,024
2021-08-13 2021-06-30 13F-HR 366 3,803,982
2021-05-17 2021-03-31 13F-HR 703 4,213,652
2021-02-16 2020-12-31 13F-HR 580 3,360,017
2020-11-16 2020-09-30 13F-HR 329 1,681,960
2020-08-14 2020-06-30 13F-HR 282 1,435,810
2020-05-12 2020-03-31 13F-HR 558 2,385,617
2020-02-14 2019-12-31 13F-HR 215 1,373,241
2019-11-12 2019-09-30 13F-HR 167 1,221,162
2019-08-13 2019-06-30 13F-HR 96 1,148,326
2019-05-08 2019-03-31 13F-HR 44 1,078,390
2019-02-14 2018-12-31 13F-HR 948 1,037,671