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Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

SASR holding history

Sandy Spring Bancorp 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.

SASR overviewAll 13F holders of SASRFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of SASR by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−26,872−100.0%Sold outHolders
Q2 202426,872$654.6K<0.1%−281−1.0%ReducedHolders
Q1 202427,153$629.4K<0.1%+108+0.4%AddedHolders
Q4 202327,045$736.7K<0.1%+115+0.4%AddedHolders
Q3 202326,930$577.1K<0.1%+301+1.1%AddedHolders
Q2 202326,629$604.0K<0.1%+938+3.7%AddedHolders
Q1 202325,691$667.5K<0.1%−1,841−6.7%ReducedHolders
Q4 202227,532$970.0K<0.1%+282+1.0%AddedHolders
Q3 202227,250$961.0K<0.1%+6,739+32.9%AddedHolders
Q2 202220,511$801.0K<0.1%+617+3.1%AddedHolders
Q1 202219,894$894.0K<0.1%−6,662−25.1%ReducedHolders
Q4 202126,556$1.28M<0.1%−4,888−15.5%ReducedHolders
Q3 202131,444$1.44M<0.1%+22,604+255.7%AddedHolders
Q2 20218,840$390.0K<0.1%−21,161−70.5%ReducedHolders
Q1 202130,001$1.30M<0.1%––Holders

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