Wealthspire Advisors, L.P. SEC EDGAR Filings (CIK 0001666612)

SEC EDGAR filings, ownership reports, and insider transactions for Wealthspire Advisors, L.P..

Business address
12435 Park Potomac Avenue, Suite 500, Potomac, MD, 20854
Top securities (13F)
VOO, IVV, VEA, SPY, GOVT, VTI, SCHF, SCHD, IJH, VO, IJR, VWO, VXUS, VXF, SCHX, VB, AGG, AAPL, SCHZ, and BAB
State of incorporation
DE
Fiscal year end
31 December
Former names
BRONFMAN E.L. ROTHSCHILD, L.P. (to 13 Nov 2019)
⭐ Add to watchlist ⭐
Wealthspire Advisors, L.P. has filed 20 SEC EDGAR filings since 10 Feb 2016

Latest Filings

Recent SEC filings for Wealthspire Advisors, L.P. including 13F-HR.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2020 30 Sep 2020 028-17145
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2020 30 Jun 2020 028-17145
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2020 31 Mar 2020 028-17145
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2020 31 Dec 2019 028-17145
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2019 30 Sep 2019 028-17145
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2019 30 Jun 2019 028-17145
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2019 31 Mar 2019 028-17145
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2019 31 Dec 2018 028-17145
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2018 30 Sep 2018 028-17145
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2018 30 Jun 2018 028-17145
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 May 2018 31 Mar 2018 028-17145
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Feb 2018 31 Dec 2017 028-17145
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Nov 2017 30 Sep 2017 028-17145
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Aug 2017 30 Jun 2017 028-17145
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2017 31 Mar 2017 028-17145
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Feb 2017 31 Dec 2016 028-17145
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Nov 2016 30 Sep 2016 028-17145
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2016 30 Jun 2016 028-17145
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 May 2016 31 Mar 2016 028-17145
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2016 31 Dec 2015 028-17145

About this filer

Wealthspire Advisors, L.P. files with the SEC under CIK 0001666612. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

Related pages