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Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

ML holding history

Moneylion 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.

ML overviewAll 13F holders of MLFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q2 2022
Holdings of ML by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−3,540−100.0%Sold outHolders
Q2 20243,540$260.3K<0.1%+3,540NewHolders
Q2 20230$00.0%−710−100.0%Sold outConverted for a 1-for-30 splitHolders
Q1 202321,300$12.1K<0.1%+10,000+88.5%AddedHolders
Q4 202211,300$7.01K<0.1%−20,000−63.9%ReducedHolders
Q3 202231,300$28.0K<0.1%00.0%UnchangedHolders
Q2 202231,300$41.0K<0.1%+31,300NewHolders