Wealthspire Advisors, LLC

SEC CIK: 0001646247
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

SAMG holding history

Silvercrest Asset Management Group 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.

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

Shares (Q2 2026): 14,096
Value: $142.5K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of SAMG by Wealthspire Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	14,096	$142.5K	<0.1%	+1,300+10.2%	Added	Holders
Q1 2026	12,796	$172.0K	<0.1%	+12,796	New	Holders
Q4 2025	0	$0	0.0%	−269−100.0%	Sold out	Holders
Q3 2025	269	$4.24K	<0.1%	+269	New	Holders