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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

C holding history

Citigroup Inc 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.

C overviewAll 13F holders of CFull Q2 2026 holdings

Shares (Q2 2026)
28,039
Value
$3.92M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of C by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202628,039$3.92M<0.1%+15,001+115.1%AddedHolders
Q1 202613,038$1.48M<0.1%−9,326−41.7%ReducedHolders
Q4 202522,364$2.61M<0.1%+11,662+109.0%AddedHolders
Q3 202510,702$1.09M<0.1%−2,719−20.3%ReducedHolders
Q2 202513,421$1.14M<0.1%−1,086−7.5%ReducedHolders
Q1 202514,507$1.03M<0.1%+5,960+69.7%AddedHolders
Q4 20248,547$601.6K<0.1%−24−0.3%ReducedHolders
Q3 20248,571$536.6K<0.1%+4,594+115.5%AddedHolders
Q2 20243,977$252.4K<0.1%+457+13.0%AddedHolders
Q1 20243,520$222.6K<0.1%−873−19.9%ReducedHolders
Q4 20234,393$226.0K<0.1%+4,393NewHolders
Q3 20230$00.0%−20,205−100.0%Sold outHolders
Q2 202320,205$930.2K<0.1%−4,933−19.6%ReducedHolders
Q1 202325,138$1.18M<0.1%−4,507−15.2%ReducedHolders
Q4 202229,645$1.34M<0.1%+12,916+77.2%AddedHolders
Q3 202216,729$697.0K<0.1%−1,446−8.0%ReducedHolders
Q2 202218,175$836.0K<0.1%+10,557+138.6%AddedHolders
Q1 20227,618$407.0K<0.1%−1,933−20.2%ReducedHolders
Q4 20219,551$577.0K<0.1%−5,388−36.1%ReducedHolders
Q3 202114,939$1.05M<0.1%+6,652+80.3%AddedHolders
Q2 20218,287$586.0K<0.1%−13,050−61.2%ReducedHolders
Q1 202121,337$1.55M<0.1%––Holders

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