13F Filings History of Wealthspire Advisors, L.P.

Latest 13F report
Q3 2020 - 13 Nov 2020
Value $
$2,833,962,000
Signature - Title
Michael Del Priore - Chief Compliance Officer
Location
Potomac, MD
Summary
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. Wealthspire Advisors, L.P. reported 482 stock holdings with total value $2,833,962,000 as of Q3 2020. Top holdings included VOO, IVV, VEA, SPY, and GOVT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2020 482 $2,833,962,000 +$1,550,875,188 -$174,729,496 +$1,376,145,692 VOO, IVV, VEA, SPY, GOVT 13F-HR 13 Nov 2020, 16:09
Q2 2020 447 $1,394,983,000 +$86,921,318 -$65,214,097 +$21,707,221 VOO, IVV, ACN, VEA, VO 13F-HR 13 Aug 2020, 21:45
Q1 2020 431 $1,146,370,000 +$105,269,940 -$125,247,030 -$19,977,090 VOO, IVV, ACN, VEA, VO 13F-HR 13 May 2020, 14:58
Q4 2019 497 $1,488,345,000 +$104,310,935 -$79,245,003 +$25,065,932 VOO, IVV, VEA, ACN, IJH 13F-HR 14 Feb 2020, 08:19
Q3 2019 465 $1,365,653,000 +$48,278,804 -$25,764,917 +$22,513,887 VOO, IVV, VEA, ACN, SCHF 13F-HR 13 Nov 2019, 12:02
Q2 2019 458 $1,334,309,000 +$73,921,065 -$103,538,616 -$29,617,551 VOO, IVV, VEA, ACN, IJR 13F-HR 12 Aug 2019, 16:54
Q1 2019 2,460 $1,325,392,000 +$100,050,324 -$39,527,554 +$60,522,770 VOO, IVV, VEA, ACN, SCHF 13F-HR 10 May 2019, 17:39
Q4 2018 2,413 $1,123,248,000 +$135,108,904 -$53,421,280 +$81,687,624 VOO, IVV, VEA, ACN, SCHF 13F-HR 14 Feb 2019, 10:50
Q3 2018 2,369 $1,212,531,000 +$80,352,931 -$24,654,168 +$55,698,763 IVV, VOO, VEA, ACN, IJR 13F-HR 13 Nov 2018, 16:35
Q2 2018 2,414 $1,102,763,000 +$89,390,544 -$43,990,853 +$45,399,691 IVV, VOO, VEA, ACN, IJR 13F-HR 08 Aug 2018, 14:39
Q1 2018 2,480 $1,060,405,000 +$91,522,252 -$43,628,543 +$47,893,709 IVV, VOO, VEA, IJR, SCHF 13F-HR 03 May 2018, 10:08
Q4 2017 2,421 $1,027,933,000 +$103,961,470 -$31,057,023 +$72,904,447 IVV, VOO, VEA, SCHF, IJR 13F-HR 07 Feb 2018, 13:40
Q3 2017 2,224 $917,462,000 +$64,529,302 -$24,154,393 +$40,374,909 VOO, IVV, SCHF, VEA, IWM 13F-HR 08 Nov 2017, 16:29
Q2 2017 2,177 $843,955,000 +$142,687,826 -$18,410,048 +$124,277,778 IVV, VOO, SCHF, IWM, VEA 13F-HR 08 Aug 2017, 17:43
Q1 2017 1,905 $702,840,000 +$60,786,694 -$43,144,440 +$17,642,254 VOO, IVV, IWM, SCHF, VEA 13F-HR 09 May 2017, 11:35
Q4 2016 1,738 $667,565,000 +$40,278,772 -$32,642,823 +$7,635,949 VOO, IVV, IWM, VEA, SCHF 13F-HR 06 Feb 2017, 14:46
Q3 2016 1,728 $640,562,000 +$41,330,082 -$19,088,955 +$22,241,127 IVV, VOO, IWM, SCHF, VEA 13F-HR 04 Nov 2016, 16:12
Q2 2016 1,684 $600,184,000 +$41,431,348 -$19,137,041 +$22,294,307 IVV, VOO, IWM, VEA, SCHF 13F-HR 12 Aug 2016, 16:08
Q1 2016 1,734 $566,625,000 +$47,168,230 -$24,225,183 +$22,943,047 IVV, VOO, IWM, VEA, SCHF 13F-HR 06 May 2016, 11:49
Q4 2015 1,720 $537,369,000 $0 $0 $0 IVV, VOO, IWM, SCHF, VEA 13F-HR 10 Feb 2016, 16:41