Wealthspire Retirement, LLC: APH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthspire Retirement, LLC on APH, newest first. How the timeline and the estimate are built.
Wealthspire Retirement, LLC held 2,897 APH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 2,897 sharesChange vs previous 13F -199 shares
0.03% of the 13F portfolio, value $510,800.
13F-HR 0002040084-26-000005 filed by Wealthspire Retirement, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,096 sharesChange vs previous 13F +5 shares
0.02% of the 13F portfolio, value $391,180.
13F-HR 0002040084-26-000003 filed by Wealthspire Retirement, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,091 sharesChange vs previous 13F +99 shares
0.03% of the 13F portfolio, value $417,718.
13F-HR 0002040084-26-000002 filed by Wealthspire Retirement, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 2,992 sharesChange vs previous 13F -412 shares
0.02% of the 13F portfolio, value $370,260.
13F-HR/A 0002040084-26-000001 filed by Wealthspire Retirement, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,404 sharesChange vs previous 13F -718 shares
0.02% of the 13F portfolio, value $336,145.
13F-HR 0001085146-25-004821 filed by Wealthspire Retirement, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,122 sharesChange vs previous 13F +193 shares
0.02% of the 13F portfolio, value $270,362.
13F-HR 0001085146-25-003012 filed by Wealthspire Retirement, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,929 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $272,870.
13F-HR 0001085146-25-001289 filed by Wealthspire Retirement, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).