Wealthspire Advisors, LLC LNKB — LINKBANCORP INC

Ownership history in Wealthspire Advisors, LLC  ·  10 quarters on record

AI Ownership Summary

Wealthspire Advisors, LLC reported LINKBANCORP INC (LNKB) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows LNKB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LNKB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealthspire Advisors, LLC's position in LINKBANCORP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LNKB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LNKB stock page Wealthspire Advisors, LLC fund profile Wealthspire Advisors, LLC full holdings
How Wealthspire Advisors, LLC held LNKB — position size vs. price
% of Fund (quarterly)    LNKB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 69,039 — 0% 0.00% $576K 2026-05-01 $8.69
2025 Q4 REDUCED — — — 69,039 -2,792 -3.9% 0.00% $570K 2026-02-13 $9.14
2025 Q3 UNCHANGED — — — 71,831 — 0% 0.00% $512K 2025-11-14 $7.12
2025 Q2 UNCHANGED — — — 71,831 — 0% 0.00% $525K 2025-08-11 $6.63
2025 Q1 UNCHANGED — — — 71,831 — 0% 0.00% $487K 2025-05-09 $6.72
2024 Q4 ADDED — — — 71,831 +7,265 +11.3% 0.01% $537K 2025-02-04 $7.04
2024 Q3 UNCHANGED — — — 64,566 — 0% 0.00% $414K 2024-11-13 $6.93
2024 Q2 UNCHANGED — — — 64,566 — 0% 0.01% $395K 2024-08-08 $5.95
2024 Q1 UNCHANGED — — — 64,566 — 0% 0.01% $448K 2024-05-06 $5.91
2023 Q4 INITIATED — — — 64,566 — — 0.01% $515K 2024-02-07 $6.30

🏢 Other funds also holding LNKB

As of 2026 Q1 — sorted by position size

FIDELITY D & D BANCORP INC 0.13% Daytona Street Capital LLC 0.1% LifeGuide Financial Advisors, LLC 3Y 0.05% Bernardo Wealth Planning LLC 3Y 7Y 0.05% CORA CAPITAL ADVISORS LLC 3Y 0.04% Stonebridge Financial Group, LLC 0.01% RITHOLTZ WEALTH MANAGEMENT 3Y 7Y 0.01% UNIVEST FINANCIAL Corp 3Y 7Y 0.01% Advocate Investing Services LLC 0.0% World Investment Advisors 3Y 7Y 0.0%

FAQ About Wealthspire Advisors, LLC and LNKB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wealthspire Advisors, LLC reported owning LNKB?

Wealthspire Advisors, LLC reported LNKB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LNKB position in Wealthspire Advisors, LLC's portfolio?

The largest reported portfolio weight for LNKB was 0.01% in 2023 Q4.

What is the latest reported LNKB position on this page?

The most recent filing on this page is 2026 Q1, when Wealthspire Advisors, LLC reported 69,039 shares, equal to 0.00% of portfolio, with an estimated market value of $576K.

What does the chart on this LNKB ownership page compare?

The chart compares Wealthspire Advisors, LLC's quarterly LNKB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Wealthspire Advisors, LLC time their LNKB position?

Based on 13F filing dates vs. subsequent LNKB price moves, Wealthspire Advisors, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on LNKB relative to SPY over the holding period was -0.8%.

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