Wealthspire Advisors, L.P.

13F Filings History

Latest 13F report
Q3 2020 - Nov 13, 2020
Value $
$2.83B
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 $2.83B as of Q3 2020. Top holdings included VOO, IVV, VEA, SPY, and GOVT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2020 482 $2.83B +$1.55B -$175M +$1.38B VOO, IVV, VEA, SPY, GOVT 13F-HR 11/13/2020, 04:09 PM
Q2 2020 447 $1.39B +$86.9M -$65.2M +$21.7M VOO, IVV, ACN, VEA, VO 13F-HR 8/13/2020, 09:45 PM
Q1 2020 431 $1.15B +$105M -$125M -$20M VOO, IVV, ACN, VEA, VO 13F-HR 5/13/2020, 02:58 PM
Q4 2019 497 $1.49B +$104M -$79.2M +$25.1M VOO, IVV, VEA, ACN, IJH 13F-HR 2/14/2020, 08:19 AM
Q3 2019 465 $1.37B +$48.3M -$25.8M +$22.5M VOO, IVV, VEA, ACN, SCHF 13F-HR 11/13/2019, 12:02 PM
Q2 2019 458 $1.33B +$73.9M -$104M -$29.6M VOO, IVV, VEA, ACN, IJR 13F-HR 8/12/2019, 04:54 PM
Q1 2019 2,460 $1.33B +$100M -$39.5M +$60.5M VOO, IVV, VEA, ACN, SCHF 13F-HR 5/10/2019, 05:39 PM
Q4 2018 2,413 $1.12B +$135M -$53.4M +$81.7M VOO, IVV, VEA, ACN, SCHF 13F-HR 2/14/2019, 10:50 AM
Q3 2018 2,369 $1.21B +$80.4M -$24.7M +$55.7M IVV, VOO, VEA, ACN, IJR 13F-HR 11/13/2018, 04:35 PM
Q2 2018 2,414 $1.1B +$89.4M -$44M +$45.4M IVV, VOO, VEA, ACN, IJR 13F-HR 8/8/2018, 02:39 PM
Q1 2018 2,480 $1.06B +$91.5M -$43.6M +$47.9M IVV, VOO, VEA, IJR, SCHF 13F-HR 5/3/2018, 10:08 AM
Q4 2017 2,421 $1.03B +$104M -$31.1M +$72.9M IVV, VOO, VEA, SCHF, IJR 13F-HR 2/7/2018, 01:40 PM
Q3 2017 2,224 $917M +$64.5M -$24.2M +$40.4M VOO, IVV, SCHF, VEA, IWM 13F-HR 11/8/2017, 04:29 PM
Q2 2017 2,177 $844M +$143M -$18.4M +$124M IVV, VOO, SCHF, IWM, VEA 13F-HR 8/8/2017, 05:43 PM
Q1 2017 1,905 $703M +$60.8M -$43.1M +$17.6M VOO, IVV, IWM, SCHF, VEA 13F-HR 5/9/2017, 11:35 AM
Q4 2016 1,738 $668M +$40.3M -$32.6M +$7.64M VOO, IVV, IWM, VEA, SCHF 13F-HR 2/6/2017, 02:46 PM
Q3 2016 1,728 $641M +$41.3M -$19.1M +$22.2M IVV, VOO, IWM, SCHF, VEA 13F-HR 11/4/2016, 04:12 PM
Q2 2016 1,684 $600M +$41.4M -$19.1M +$22.3M IVV, VOO, IWM, VEA, SCHF 13F-HR 8/12/2016, 04:08 PM
Q1 2016 1,734 $567M +$47.2M -$24.2M +$22.9M IVV, VOO, IWM, VEA, SCHF 13F-HR 5/6/2016, 11:49 AM
Q4 2015 1,720 $537M $0 $0 IVV, VOO, IWM, SCHF, VEA 13F-HR 2/10/2016, 04:41 PM