Wealthspire Advisors, L.P.

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
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2020 484 2,836,105 VOO, IVV, VEA, SPY 13F-HR 11/13/2020 000110465920125062
Q2 2020 448 1,397,790 VOO, IVV, ACN, VEA 13F-HR 8/14/2020 000110465920094891
Q1 2020 432 1,148,920 VOO, IVV, ACN, VEA 13F-HR 5/13/2020 000110465920060735
Q4 2019 499 1,490,429 VOO, IVV, VEA, ACN 13F-HR 2/14/2020 000110465920020799
Q3 2019 467 1,367,018 VOO, IVV, VEA, ACN 13F-HR 11/13/2019 000110465919063081
Q2 2019 459 1,336,157 VOO, IVV, VEA, ACN 13F-HR 8/12/2019 000114420419039210
Q1 2019 2,600 1,326,066 VOO, IVV, VEA, ACN 13F-HR 5/13/2019 000114420419025363
Q4 2018 2,563 1,124,089 VOO, IVV, VEA, ACN 13F-HR 2/14/2019 000114420419007720
Q3 2018 2,523 1,213,756 IVV, VOO, VEA, ACN 13F-HR 11/13/2018 000114420418059390
Q2 2018 2,577 1,103,900 IVV, VOO, VEA, ACN 13F-HR 8/8/2018 000114420418042756
Q1 2018 2,646 1,061,697 IVV, VOO, VEA, IJR 13F-HR 5/3/2018 000114420418024951
Q4 2017 2,573 1,028,094 IVV, VOO, VEA, SCHF 13F-HR 2/7/2018 000114420418006217
Q3 2017 2,528 917,605 VOO, IVV, SCHF, VEA 13F-HR 11/8/2017 000114420417057298
Q2 2017 2,337 844,136 IVV, VOO, SCHF, IWM 13F-HR 8/9/2017 000114420417041301
Q1 2017 2,071 702,973 VOO, IVV, IWM, SCHF 13F-HR 5/9/2017 000114420417025493
Q4 2016 1,851 668,772 VOO, IVV, IWM, VEA 13F-HR 2/6/2017 000114420417006151
Q3 2016 1,844 641,744 IVV, VOO, IWM, SCHF 13F-HR 11/4/2016 000114420416131731
Q2 2016 1,830 600,268 IVV, VOO, IWM, VEA 13F-HR 8/12/2016 000114420416118740
Q1 2016 1,867 566,751 IVV, VOO, IWM, VEA 13F-HR 5/6/2016 000114420416099458
Q4 2015 1,867 537,465 IVV, VOO, IWM, SCHF 13F-HR 2/10/2016 000114420416080398