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Wealthspire Advisors, LLC Historic Quarter Change: USA Other Stocks, New

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Wealthspire Advisors, LLC historic quarter change: USA Other Stocks, New

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Wealthspire Advisors, LLC opened 135 positions, added to 41, reduced 26 and sold out of 73.

  • Q2 2026: Stock VANGUARD INTERMEDIATE-TERM TAX-EXEMPT ADMIRAL CLASS; Country of operation United States; Class SHS; Shares before 0.
  • Q2 2026: Stock VANGUARD FEDERAL MMKT-INV; Country of operation United States; Class SHS; Shares before 0.
  • Q2 2026: Stock SCHWAB US TREASURY MONEY ULTRA; Country of operation United States; Class SHS; Shares before 0.
  • Q2 2026: Stock FIDELITY CONTRAFUND; Country of operation United States; Class SHS; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1646247), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-01); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026VANGUARD INTERMEDIATE-TERM TAX-EXEMPT ADMIRAL CLASS
CUSIP 922907878		United StatesSHS08,824,534+8,824,534$0$121,866,821+$121,866,8212026-08-11
Q2 2026VANGUARD FEDERAL MMKT-INV
CUSIP 922906300		United StatesSHS049,358,744+49,358,744$0$49,358,744+$49,358,7442026-08-11
Q2 2026SCHWAB US TREASURY MONEY ULTRA
CUSIP 808515472		United StatesSHS024,941,666+24,941,666$0$24,941,666+$24,941,6662026-08-11
Q2 2026FIDELITY CONTRAFUND
CUSIP 316071109		United StatesSHS0424,492+424,492$0$11,376,396+$11,376,3962026-08-11
Q2 2026SCHWAB TREASURY OBLIG MO NEY INV
CUSIP 808515621		SHS05,277,448+5,277,448$0$5,277,448+$5,277,4482026-08-11
Q2 2026SCHWAB TREASURY OBLIG MO NEY ULTRA
CUSIP 808515480		SHS04,099,478+4,099,478$0$4,099,478+$4,099,4782026-08-11
Q2 2026JPMORGAN US TREAS (PLUS MMKT PREMIER)
CUSIP 4812C2718		SHS03,959,122+3,959,122$0$3,959,122+$3,959,1222026-08-11
Q2 2026FIDELITY GOVERNMENT (CASH RESERVES)
CUSIP 316067107		United StatesSHS03,475,895+3,475,895$0$3,475,895+$3,475,8952026-08-11
Q2 2026JANUS HENDERSON (RESEARCH I)
CUSIP 471023283		SHS035,896+35,896$0$3,473,641+$3,473,6412026-08-11
Q2 2026INTREPID INCOME INSTITUT IONAL
CUSIP 461195703		United StatesSHS0303,664+303,664$0$2,705,645+$2,705,6452026-08-11
Q2 2026MONEY MARKET POOL
CUSIP 808516603		SHS01,593,484+1,593,484$0$1,971,777+$1,971,7772026-08-11
Q2 2026SHORT TERM INCOME POOL
CUSIP 808516835		SHS0140,479+140,479$0$1,768,631+$1,768,6312026-08-11
Q2 2026JANUS HENDERSON (FORTY I)
CUSIP 47103A658		SHS026,768+26,768$0$1,686,655+$1,686,6552026-08-11
Q2 2026STATE STREET HEDGED (INT'L DEVLD EQ IDX K)
CUSIP 85749T889		United StatesSHS09,407+9,407$0$1,526,061+$1,526,0612026-08-11
Q2 2026FPA NEW INCOME INC
CUSIP 30254T643		United StatesSHS0142,973+142,973$0$1,419,722+$1,419,7222026-08-11
Q2 2026GOLDMAN SACHS HIGH (YIELD MUNI P)
CUSIP 38150B640		SHS0127,611+127,611$0$1,170,193+$1,170,1932026-08-11
Q2 2026SCHWAB US TRSY MONEY INV
CUSIP 808515548		United StatesSHS01,105,688+1,105,688$0$1,105,688+$1,105,6882026-08-11
Q2 2026T ROWE PRICE CAPITAL APPRECIATION
CUSIP 77954M105		SHS027,705+27,705$0$1,049,187+$1,049,1872026-08-11
Q2 2026SCHWAB PRIME ADVANTAGE M ONEY ULTRA
CUSIP 808515696		SHS01,006,142+1,006,142$0$1,006,142+$1,006,1422026-08-11
Q2 2026TOTAL MARKET EQUITY
CUSIP 808516702		SHS012,639+12,639$0$908,222+$908,2222026-08-11
Q2 2026FIDELITY SELECT (SEMICONDUCTORS PORT)
CUSIP 316390863		SHS012,203+12,203$0$871,557+$871,5572026-08-11
Q2 2026INCOME INDEX POOL
CUSIP 808516827		SHS071,385+71,385$0$819,497+$819,4972026-08-11
Q2 2026VANGUARD GLOBAL (EQUITY INVESTOR CL)
CUSIP 922038203		SHS019,633+19,633$0$804,378+$804,3782026-08-11
Q2 2026DFA US LARGE CAP VALUE I
CUSIP 233203827		SHS011,381+11,381$0$740,252+$740,2522026-08-11
Q2 2026LARGE CAP EQUITY MANAGED POOL
CUSIP 808516108		SHS05,666+5,666$0$726,093+$726,0932026-08-11
Q2 2026DFA U.S. CORE EQUITY 1 PORT INSTL CL N/L
CUSIP 233203413		United StatesSHS012,618+12,618$0$697,417+$697,4172026-08-11
Q2 2026DLP RESOURCES INC
CUSIP 23291X107		SHS05,063,795+5,063,795$0$695,993+$695,9932026-08-11
Q2 2026HINES GLOBAL INCOME TRUS
CUSIP 433243706		SHS070,429+70,429$0$690,909+$690,9092026-08-11
Q2 2026T ROWE PRICE CAPITAL (APPRECIATION I CLASS)
CUSIP 77954M303		SHS016,860+16,860$0$638,659+$638,6592026-08-11
Q2 2026MSIF GLOBAL (FRANCHISE CLASS A)
CUSIP 61744J275		SHS024,645+24,645$0$625,985+$625,9852026-08-11
Q2 2026SELECTED AMERICAN SHARES CLASS D
CUSIP 816221204		SHS013,203+13,203$0$582,372+$582,3722026-08-11
Q2 2026VANGUARD CORE BOND ADMIR AL
CUSIP 922020839		United StatesSHS031,984+31,984$0$575,715+$575,7152026-08-11
Q2 2026KEYERA CORP SHS
CUSIP 493271100		SHS013,378+13,378$0$537,251+$537,2512026-08-11
Q2 2026UBS BANK USA, NTN 4.1pcnt29 CD FDIC INS DUE 02/07/29
CUSIP 90355GKU9		SHS0500,000+500,000$0$499,813+$499,8132026-08-11
Q2 2026BLACKROCK GLOBAL EQT (MARKET NEUTRAL K)
CUSIP 09258N703		United StatesSHS030,074+30,074$0$486,289+$486,2892026-08-11
Q2 2026ALLSPRING EMERGING MARKE TS EQUITY INST
CUSIP 94975P751		SHS010,269+10,269$0$434,878+$434,8782026-08-11
Q2 2026FIDELITY SELECT TECHNOLO GY
CUSIP 316390202		SHS07,634+7,634$0$424,685+$424,6852026-08-11
Q2 2026NORTHERN STOCK INDEX
CUSIP 665162772		United StatesSHS05,291+5,291$0$394,948+$394,9482026-08-11
Q2 2026AB GROWTH ADVISOR (CLASS)
CUSIP 01877F757		SHS02,831+2,831$0$385,536+$385,5362026-08-11
Q2 2026CLEARBRIDGE LARGE (CAP GROWTH CLASS O)
CUSIP 52471R390		SHS05,100+5,100$0$383,520+$383,5202026-08-11
Q2 2026PUTNAM ULTRA SHORT DURAT ION INCOME Y
CUSIP 74676P698		United StatesSHS035,728+35,728$0$361,563+$361,5632026-08-11
Q2 2026HARRISON STREET REAL EST ATE I
CUSIP 92532P207		SHS015,208+15,208$0$357,851+$357,8512026-08-11
Q2 2026FERRETTI SPA AZ NOMINATIVA
CUSIP T4R20P128		SHS094,000+94,000$0$320,046+$320,0462026-08-11
Q2 2026GS EMERGING MARKETS (EQUITY P)
CUSIP 38150B855		SHS07,854+7,854$0$314,392+$314,3922026-08-11
Q2 2026LORD ABBETT INTERMEDIATE
CUSIP 543902647		SHS029,530+29,530$0$305,634+$305,6342026-08-11
Q2 2026INCOME POOL
CUSIP 808516405		SHS018,064+18,064$0$304,563+$304,5632026-08-11
Q2 2026NEW PERSPECTIVE
CUSIP 648018778		United StatesSHS03,800+3,800$0$287,508+$287,5082026-08-11
Q2 2026FIDELITY SELECT TECH HARDWARE PORT
CUSIP 316390871		SHS01,183+1,183$0$277,103+$277,1032026-08-11
Q2 2026LORD ABBETT HIGH YIELD M UNICIPAL BOND I
CUSIP 543912836		United StatesSHS023,903+23,903$0$257,916+$257,9162026-08-11
Q2 2026CALPRIVATE BANK 4.1pcnt27 CD FDIC INS DUE 02/09/27
CUSIP 13135NCG3		SHS0250,000+250,000$0$250,267+$250,2672026-08-11
Q2 2026FIRST BANK OF BE 4.15pcnt27 CD FDIC INS DUE 08/09/27
CUSIP 319050AU4		SHS0250,000+250,000$0$250,188+$250,1882026-08-11
Q2 2026HARBOR CAPITAL APPRECIATION FUN
CUSIP 411511504		SHS02,009+2,009$0$245,432+$245,4322026-08-11
Q2 2026LORD ABBETT GWTH LEADERS A
CUSIP 543915326		SHS03,441+3,441$0$205,384+$205,3842026-08-11
Q2 2026JANUS HENDERSON (CONTRARIAN I)
CUSIP 47103C852		SHS06,026+6,026$0$202,481+$202,4812026-08-11
Q2 2026BLUEROCK INDUSTRIAL GROWTH REIT INC PREFERRED A
CUSIP PER095814		SHS08,000+8,000$0$200,000+$200,0002026-08-11
Q2 2026DOUBLELINE SHILLER ENH CAPE I
CUSIP 258620822		United StatesSHS012,637+12,637$0$199,910+$199,9102026-08-11
Q2 2026ALLSPRING
CUSIP 94988V837		SHS0195,541+195,541$0$195,541+$195,5412026-08-11
Q2 2026PRINCIPAL SPECTRUM (PREF CAP SEC INC R6)
CUSIP 74256W485		United StatesSHS019,210+19,210$0$177,887+$177,8872026-08-11
Q2 2026FIDELITY GOVERNMENT MONEY MARKET
CUSIP 31617H102		SHS0161,015+161,015$0$161,015+$161,0152026-08-11
Q2 2026CIM REAL ESTATE FINANCE TRUST INC
CUSIP 12558Q103		SHS026,197+26,197$0$134,652+$134,6522026-08-11
Q2 2026EATON VANCE GL MACRO (ABSOLUTE RTRN ADV I)
CUSIP 277923264		United StatesSHS010,420+10,420$0$131,393+$131,3932026-08-11
Q2 2026MFS GOVERNMENT SECURITIE S I
CUSIP 552982407		SHS014,321+14,321$0$122,734+$122,7342026-08-11
Q2 2026ARES REAL ESTATE INCOME TRUST CL E
CUSIP 09186L100		SHS014,113+14,113$0$115,594+$115,5942026-08-11
Q2 2026MORGAN STANLEY PR 4.3pcnt29 CD FDIC INS DUE 03/13/29
CUSIP 61768ET60		SHS0100,000+100,000$0$100,323+$100,3232026-08-11
Q2 2026MORGAN STANLEY P 4.25pcnt26 CD FDIC INS DUE 09/08/26
CUSIP 61776NMU4		SHS0100,000+100,000$0$100,054+$100,0542026-08-11
Q2 2026BANK HAPOALIM B.M 3.8pcnt27 CD FDIC INS DUE 03/01/27
CUSIP 06251FCC1		SHS0100,000+100,000$0$99,847+$99,8472026-08-11
Q2 2026WELLS FARGO BANK 3.85pcnt27 CD FDIC INS DUE 09/30/27
CUSIP 949764UT9		SHS0100,000+100,000$0$99,746+$99,7462026-08-11
Q2 2026WELLS FARGO BANK 3.75pcnt26 CD FDIC INS DUE 09/18/26
CUSIP 949764SC9		SHS051,000+51,000$0$50,966+$50,9662026-08-11
Q2 2026MARQETA INC
CUSIP 57142B104		United StatesCLASS A COM012,500+12,500$0$50,750+$50,7502026-08-11
Q2 2026AMERICAN BITCOIN CORP.
CUSIP 02462A104		United StatesCOM CL A063,986+63,986$0$43,581+$43,5812026-08-11
Q2 2026DREYFUS TREASURY (SEC CASH MGT INSTL)
CUSIP 261941108		United StatesSHS032,285+32,285$0$32,285+$32,2852026-08-11
Q2 2026FEDERATED HRMS PRIME CS OBL WS
CUSIP 60934N625		SHS028,925+28,925$0$28,925+$28,9252026-08-11
Q2 2026SYNCHRONY BANK 5pcnt28 CD FDIC INS DUE 03/24/28
CUSIP 87165FU93		SHS025,000+25,000$0$25,350+$25,3502026-08-11
Q2 2026BANK HAPOALIM B.M 4.2pcnt26 CD FDIC INS DUE 12/30/26
CUSIP 06251FBX6		SHS025,000+25,000$0$25,030+$25,0302026-08-11
Q2 2026FIDELITY GOVERNMENT
CUSIP 31607A703		United StatesSHS011,753+11,753$0$11,753+$11,7532026-08-11
Q2 2026NUKKLEUS INC CMN
CUSIP 67054R203		United StatesSHS013,972+13,972$0$2,389+$2,3892026-08-11
Q2 2026BALTIA AIR LINES INC COM
CUSIP 058823105		SHS0375,000+375,000$0$38+$382026-08-11
Q2 2026AERIUS COM
CUSIP 00767A100		SHS012,000+12,000$0$29+$292026-08-11
Q2 2026NEW YORK REGIONAL RAIL CORP
CUSIP 649768108		SHS0106,300+106,300$0$10+$102026-08-11
Q2 2026WITH INC COM
CUSIP 977399104		SHS025,000+25,000$0$3+$32026-08-11
Q2 2026AEGIS ASSMTS INC COM
CUSIP 00764K101		SHS020,000+20,000$0$0$02026-08-11
Q2 2026WINSONIC DIGITAL MED XXX REGISTRATION REVOKED BY
CUSIP 97550R100		SHS020,000+20,000$0$0$02026-08-11
Q2 2026RSTK ALL FOR ONE MEDIA CORP COM
CUSIP PER016125		SHS066,580+66,580$0$0$02026-08-11
Q2 2026SMA ALLIANCE INC
CUSIP 78446F997		SHS010,800+10,800$0$0$02026-08-11
Q2 2026COLLATERAL DELV TO
CUSIP L0C990063		SHS0116,472+116,472$0$0$02026-08-11

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