Wealthspire Advisors, LLC

SEC CIK: 0001646247
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

SRFM holding history

Surf Air Mobility 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.

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

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2024

Holdings of SRFM by Wealthspire Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−2,900−100.0%	Sold outConverted for a 1-for-7 split	Holders
Q2 2024	20,300	$7.80K	<0.1%	00.0%	Unchanged	Holders
Q1 2024	20,300	$17.1K	<0.1%	+20,300	New	Holders