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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

RJF holding history

Raymond James Financial 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.

RJF overviewAll 13F holders of RJFFull Q2 2026 holdings

Shares (Q2 2026)
2,645
Value
$402.1K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of RJF by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,645$402.1K<0.1%+4+0.2%AddedHolders
Q1 20262,641$382.3K<0.1%−4,592−63.5%ReducedHolders
Q4 20257,233$1.16M<0.1%+974+15.6%AddedHolders
Q3 20256,259$1.08M<0.1%−344−5.2%ReducedHolders
Q2 20256,603$1.01M<0.1%−166−2.5%ReducedHolders
Q1 20256,769$940.2K<0.1%−43−0.6%ReducedHolders
Q4 20246,812$1.06M<0.1%+266+4.1%AddedHolders
Q3 20246,546$801.6K<0.1%+39+0.6%AddedHolders
Q2 20246,507$804.3K<0.1%+502+8.4%AddedHolders
Q1 20246,005$771.2K<0.1%+53+0.9%AddedHolders
Q4 20235,952$663.6K<0.1%−75−1.2%ReducedHolders
Q3 20236,027$605.3K<0.1%+6+0.1%AddedHolders
Q2 20236,021$624.8K<0.1%+340+6.0%AddedHolders
Q1 20235,681$529.9K<0.1%−675−10.6%ReducedHolders
Q4 20226,356$679.1K<0.1%+678+11.9%AddedHolders
Q3 20225,678$561.0K<0.1%+48+0.9%AddedHolders
Q2 20225,630$503.0K<0.1%+154+2.8%AddedHolders
Q1 20225,476$602.0K<0.1%+5,476NewHolders
Q3 20210$00.0%−3,651−100.0%Sold outHolders
Q2 20213,651$474.0K<0.1%−1,272−25.8%ReducedHolders
Q1 20214,923$603.0K<0.1%––Holders

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