Wealthspire Advisors, L.P.

All 13F Portfolio Filings

Most recent 13F
Q3 2020
Location
Potomac, MD
CIK
0001666612
Alternate names
BRONFMAN E.L. ROTHSCHILD, L.P.
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2020 484 2,836,105 13F-HR 11/13/2020 000110465920125062 Wealthspire Advisors, L.P.
Q2 2020 448 1,397,790 13F-HR 8/14/2020 000110465920094891 Wealthspire Advisors, L.P.
Q1 2020 432 1,148,920 13F-HR 5/13/2020 000110465920060735 Wealthspire Advisors, L.P.
Q4 2019 499 1,490,429 13F-HR 2/14/2020 000110465920020799 Wealthspire Advisors, L.P.
Q3 2019 467 1,367,018 13F-HR 11/13/2019 000110465919063081 BRONFMAN E.L. ROTHSCHILD, L.P.
Q2 2019 459 1,336,157 13F-HR 8/12/2019 000114420419039210 BRONFMAN E.L. ROTHSCHILD, L.P.
Q1 2019 2,600 1,326,066 13F-HR 5/13/2019 000114420419025363 BRONFMAN E.L. ROTHSCHILD, L.P.
Q4 2018 2,563 1,124,089 13F-HR 2/14/2019 000114420419007720 BRONFMAN E.L. ROTHSCHILD, L.P.
Q3 2018 2,523 1,213,756 13F-HR 11/13/2018 000114420418059390 BRONFMAN E.L. ROTHSCHILD, L.P.
Q2 2018 2,577 1,103,900 13F-HR 8/8/2018 000114420418042756 BRONFMAN E.L. ROTHSCHILD, L.P.
Q1 2018 2,646 1,061,697 13F-HR 5/3/2018 000114420418024951 BRONFMAN E.L. ROTHSCHILD, L.P.
Q4 2017 2,573 1,028,094 13F-HR 2/7/2018 000114420418006217 BRONFMAN E.L. ROTHSCHILD, L.P.
Q3 2017 2,528 917,605 13F-HR 11/8/2017 000114420417057298 BRONFMAN E.L. ROTHSCHILD, L.P.
Q2 2017 2,337 844,136 13F-HR 8/9/2017 000114420417041301 BRONFMAN E.L. ROTHSCHILD, L.P.
Q1 2017 2,071 702,973 13F-HR 5/9/2017 000114420417025493 BRONFMAN E.L. ROTHSCHILD, L.P.
Q4 2016 1,851 668,772 13F-HR 2/6/2017 000114420417006151 BRONFMAN E.L. ROTHSCHILD, L.P.
Q3 2016 1,844 641,744 13F-HR 11/4/2016 000114420416131731 BRONFMAN E.L. ROTHSCHILD, L.P.
Q2 2016 1,830 600,268 13F-HR 8/12/2016 000114420416118740 BRONFMAN E.L. ROTHSCHILD, L.P.
Q1 2016 1,867 566,751 13F-HR 5/6/2016 000114420416099458 BRONFMAN E.L. ROTHSCHILD, L.P.
Q4 2015 1,867 537,465 13F-HR 2/10/2016 000114420416080398 BRONFMAN E.L. ROTHSCHILD, L.P.