Wealthspire Advisors, LLC

SEC CIK: 0001646247
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

WSO holding history

Watsco 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.

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

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2021

Holdings of WSO by Wealthspire Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−198−100.0%	Sold out	Holders
Q3 2025	198	$79.9K	<0.1%	+198	New	Holders
Q1 2022	0	$0	0.0%	−792−100.0%	Sold out	Holders
Q4 2021	792	$248.0K	<0.1%	+792	New	Holders