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Wealthspire Retirement, LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthspire Retirement, LLC on AGG, newest first. How the timeline and the estimate are built.

Wealthspire Retirement, LLC held 435,405 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 435,405 shares
    Change vs previous 13F +11,735 shares

    2.35% of the 13F portfolio, value $42,926,576.

    13F-HR 0002040084-26-000005 filed by Wealthspire Retirement, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 423,670 shares
    Change vs previous 13F -277,773 shares

    2.52% of the 13F portfolio, value $42,057,761.

    13F-HR 0002040084-26-000003 filed by Wealthspire Retirement, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 701,443 shares
    Change vs previous 13F +105,042 shares

    4.26% of the 13F portfolio, value $70,060,062.

    13F-HR 0002040084-26-000002 filed by Wealthspire Retirement, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 596,401 shares
    Change vs previous 13F +8,645 shares

    3.82% of the 13F portfolio, value $59,789,151.

    13F-HR/A 0002040084-26-000001 filed by Wealthspire Retirement, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 587,756 shares
    Change vs previous 13F -74,930 shares

    3.85% of the 13F portfolio, value $58,305,368.

    13F-HR 0001085146-25-004821 filed by Wealthspire Retirement, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 662,686 shares
    Change vs previous 13F +32,396 shares

    5.2% of the 13F portfolio, value $65,552,921.

    13F-HR 0001085146-25-003012 filed by Wealthspire Retirement, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 630,290 shares
    Change vs previous 13F +4,729 shares

    4.82% of the 13F portfolio, value $61,075,072.

    13F-HR 0001085146-25-001289 filed by Wealthspire Retirement, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 625,561 shares
    Change vs previous 13F not available

    5.13% of the 13F portfolio, value $63,352,550.

    13F-HR 0001085146-25-001288 filed by Wealthspire Retirement, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).