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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

BNY holding history

Bank of New York Mellon Corp in every 13F filed by Wealthspire Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BNY overviewAll 13F holders of BNYFull Q2 2026 holdings

Shares (Q2 2026)
19,894
Value
$2.88M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BNY by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,894$2.88M<0.1%+3,707+22.9%AddedHolders
Q1 202616,187$1.92M<0.1%−4,089−20.2%ReducedHolders
Q4 202520,276$2.35M<0.1%+4,585+29.2%AddedHolders
Q3 202515,691$1.71M<0.1%−298−1.9%ReducedHolders
Q2 202515,989$1.46M<0.1%+1,139+7.7%AddedHolders
Q1 202514,850$1.25M<0.1%+110+0.7%AddedHolders
Q4 202414,740$1.13M<0.1%+144+1.0%AddedHolders
Q3 202414,596$1.05M<0.1%+4,880+50.2%AddedHolders
Q2 20249,716$581.9K<0.1%−964−9.0%ReducedHolders
Q1 202410,680$615.4K<0.1%+1,005+10.4%AddedHolders
Q4 20239,675$503.6K<0.1%+107+1.1%AddedHolders
Q3 20239,568$408.1K<0.1%+644+7.2%AddedHolders
Q2 20238,924$397.3K<0.1%+397+4.7%AddedHolders
Q1 20238,527$387.5K<0.1%−2,072−19.5%ReducedHolders
Q4 202210,599$482.5K<0.1%+1,182+12.6%AddedHolders
Q3 20229,417$363.0K<0.1%+1,543+19.6%AddedHolders
Q2 20227,874$328.0K<0.1%−2,189−21.8%ReducedHolders
Q1 202210,063$499.0K<0.1%+719+7.7%AddedHolders
Q4 20219,344$543.0K<0.1%+637+7.3%AddedHolders
Q3 20218,707$451.0K<0.1%+2,198+33.8%AddedHolders
Q2 20216,509$333.0K<0.1%−8,669−57.1%ReducedHolders
Q1 202115,178$718.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.