Wealthspire Advisors, LLC
- SEC CIK
- 0001646247
- Latest filing
- Aug 11, 2026
MMS holding history
Maximus, 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.
MMS overviewAll 13F holders of MMSFull Q2 2026 holdings
- Shares (Q2 2026)
- 29,210
- Value
- $1.57M
- % of portfolio
- <0.1%
- Quarters held
- 12
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 29,210 | $1.57M | <0.1% | −65−0.2% | Reduced | Holders |
| Q1 2026 | 29,275 | $1.88M | <0.1% | −91−0.3% | Reduced | Holders |
| Q4 2025 | 29,366 | $2.53M | <0.1% | +2,316+8.6% | Added | Holders |
| Q3 2025 | 27,050 | $2.47M | <0.1% | −58−0.2% | Reduced | Holders |
| Q2 2025 | 27,108 | $1.90M | <0.1% | +75+0.3% | Added | Holders |
| Q1 2025 | 27,033 | $1.84M | <0.1% | +351+1.3% | Added | Holders |
| Q4 2024 | 26,682 | $1.99M | <0.1% | +4,657+21.1% | Added | Holders |
| Q3 2024 | 22,025 | $2.05M | <0.1% | +11,625+111.8% | Added | Holders |
| Q2 2024 | 10,400 | $891.3K | <0.1% | −2,554−19.7% | Reduced | Holders |
| Q1 2024 | 12,954 | $1.09M | <0.1% | −4,999−27.8% | Reduced | Holders |
| Q4 2023 | 17,953 | $1.51M | <0.1% | +17,953 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −25,544−100.0% | Sold out | Holders |
| Q4 2021 | 25,544 | $2.04M | <0.1% | +25,544 | New | Holders |