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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

USB holding history

US Bancorp DE 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.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
28,816
Value
$1.74M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of USB by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202628,816$1.74M<0.1%+2,327+8.8%AddedHolders
Q1 202626,489$1.38M<0.1%−16,376−38.2%ReducedHolders
Q4 202542,865$2.29M<0.1%−31,275−42.2%ReducedHolders
Q3 202574,140$3.58M<0.1%−5,042−6.4%ReducedHolders
Q2 202579,182$3.58M<0.1%+1,266+1.6%AddedHolders
Q1 202577,916$3.29M<0.1%+34,916+81.2%AddedHolders
Q4 202443,000$2.06M<0.1%−4,317−9.1%ReducedHolders
Q3 202447,317$2.16M<0.1%+5,270+12.5%AddedHolders
Q2 202442,047$1.67M<0.1%+11,837+39.2%AddedHolders
Q1 202430,210$1.35M<0.1%+30.0%AddedHolders
Q4 202330,207$1.31M<0.1%+760+2.6%AddedHolders
Q3 202329,447$973.5K<0.1%+3,615+14.0%AddedHolders
Q2 202325,832$853.5K<0.1%+1,072+4.3%AddedHolders
Q1 202324,760$892.6K<0.1%+331+1.4%AddedHolders
Q4 202224,429$1.07M<0.1%+8,323+51.7%AddedHolders
Q3 202216,106$649.0K<0.1%+6,092+60.8%AddedHolders
Q2 202210,014$461.0K<0.1%−813−7.5%ReducedHolders
Q1 202210,827$575.0K<0.1%−1,491−12.1%ReducedHolders
Q4 202112,318$692.0K<0.1%+645+5.5%AddedHolders
Q3 202111,673$694.0K<0.1%+4,237+57.0%AddedHolders
Q2 20217,436$424.0K<0.1%−11,978−61.7%ReducedHolders
Q1 202119,414$1.07M<0.1%––Holders

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