Wealthspire Advisors, LLC

SEC CIK: 0001646247
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

FRMM holding history

Forum Markets 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.

FRMM overview All 13F holders of FRMM Full Q2 2026 holdings

Shares (Q2 2026): 56,653
Value: $307.6K
% of portfolio: <0.1%
Quarters held: 2; Since Q3 2025

Holdings of FRMM by Wealthspire Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	56,653	$307.6K	<0.1%	+56,653	New	Holders
Q4 2025	0	$0	0.0%	−50−100.0%	Sold outConverted for a 1-for-10 split	Holders
Q3 2025	500	$1.21K	<0.1%	+500	New	Holders