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.
- Q3 2025: Stock PINNACLE FINL PARTNERS INC; Country of operation United States; Class COM; Shares before 0.
- Q3 2025: Stock AMCOR PLC; Country of operation —; Class ORD; Shares before 0.
- Q3 2025: Stock LIBERTY MEDIA CORP DEL; Country of operation United States; Class COM LBTY LIV S A; Shares before 0.
- Q3 2025: Stock GATES INDL CORP PLC; Country of operation —; Class ORD 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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Aptus Capital Advisors, LLC | United States | $12.734B | 1,882 |
| Zurich Insurance Group Ltd/FI | Switzerland | $12.727B | 330 |
| Fundsmith LLP | United Kingdom | $12.828B | 34 |
| ARK Investment Management LLC | United States | $12.859B | 182 |
| GUGGENHEIM CAPITAL LLC | United States | $12.892B | 2,956 |
| LONE PINE CAPITAL LLC | United States | $12.544B | 36 |
| Integrated Wealth Concepts LLC | United States | $12.538B | 2,276 |
| Capital International, Inc./CA/ | United States | $12.971B | 303 |
| APG Asset Management US Inc. | United States | $12.980B | 59 |
| National Mutual Insurance Federation of Agricultural Cooperatives | Japan | $12.986B | 41 |