Wealthspire Advisors, LLC

SEC CIK: 0001646247
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

V holding history

Visa 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.

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

Shares (Q2 2026): 57,671
Value: $19.8M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of V by Wealthspire Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	57,671	$19.8M	0.1%	+30,352+111.1%	Added	Holders
Q1 2026	27,319	$8.26M	0.1%	−8,838−24.4%	Reduced	Holders
Q4 2025	36,157	$12.7M	0.1%	+12,789+54.7%	Added	Holders
Q3 2025	23,368	$7.98M	<0.1%	−2,889−11.0%	Reduced	Holders
Q2 2025	26,257	$9.32M	0.1%	+371+1.4%	Added	Holders
Q1 2025	25,886	$9.07M	0.1%	+1,537+6.3%	Added	Holders
Q4 2024	24,349	$7.70M	0.1%	−2,146−8.1%	Reduced	Holders
Q3 2024	26,495	$7.28M	0.1%	+841+3.3%	Added	Holders
Q2 2024	25,654	$6.73M	0.1%	+4,533+21.5%	Added	Holders
Q1 2024	21,121	$5.89M	0.1%	−359−1.7%	Reduced	Holders
Q4 2023	21,480	$5.59M	0.1%	+2,923+15.8%	Added	Holders
Q3 2023	18,557	$4.27M	0.1%	+782+4.4%	Added	Holders
Q2 2023	17,775	$4.22M	0.1%	+2,577+17.0%	Added	Holders
Q1 2023	15,198	$3.43M	0.1%	−4,296−22.0%	Reduced	Holders
Q4 2022	19,494	$4.05M	0.1%	+4,416+29.3%	Added	Holders
Q3 2022	15,078	$2.68M	0.1%	+315+2.1%	Added	Holders
Q2 2022	14,763	$2.91M	0.1%	+7,032+91.0%	Added	Holders
Q1 2022	7,731	$1.72M	<0.1%	−11,784−60.4%	Reduced	Holders
Q4 2021	19,515	$4.23M	0.1%	−6,767−25.7%	Reduced	Holders
Q3 2021	26,282	$5.85M	0.1%	+14,986+132.7%	Added	Holders
Q2 2021	11,296	$2.64M	0.1%	−32,411−74.2%	Reduced	Holders
Q1 2021	43,707	$9.25M	0.2%	–	–	Holders

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