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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

UBSI holding history

United Bankshares 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.

UBSI overviewAll 13F holders of UBSIFull Q2 2026 holdings

Shares (Q2 2026)
102,945
Value
$4.72M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of UBSI by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026102,945$4.72M<0.1%−1,108−1.1%ReducedHolders
Q1 2026104,053$4.31M<0.1%+94,971+1,045.7%AddedHolders
Q4 20259,082$349.0K<0.1%+990+12.2%AddedHolders
Q3 20258,092$301.4K<0.1%−299−3.6%ReducedHolders
Q2 20258,391$306.0K<0.1%−15−0.2%ReducedHolders
Q1 20258,406$291.7K<0.1%+61+0.7%AddedHolders
Q4 20248,345$313.9K<0.1%−123−1.5%ReducedHolders
Q3 20248,468$314.7K<0.1%+169+2.0%AddedHolders
Q2 20248,299$269.7K<0.1%+98+1.2%AddedHolders
Q1 20248,201$294.0K<0.1%+12+0.1%AddedHolders
Q4 20238,189$308.0K<0.1%+17+0.2%AddedHolders
Q3 20238,172$225.9K<0.1%+15+0.2%AddedHolders
Q2 20238,157$242.5K<0.1%+13+0.2%AddedHolders
Q1 20238,144$287.1K<0.1%−427−5.0%ReducedHolders
Q4 20228,571$347.7K<0.1%−51−0.6%ReducedHolders
Q3 20228,622$309.0K<0.1%+18+0.2%AddedHolders
Q2 20228,604$302.0K<0.1%+8,604NewHolders
Q4 20210$00.0%−10,108−100.0%Sold outHolders
Q3 202110,108$368.0K<0.1%−70,288−87.4%ReducedHolders
Q2 202180,396$2.93M0.1%+49+0.1%AddedHolders
Q1 202180,347$3.10M0.1%––Holders

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