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Wealthspire Retirement, LLC: BND position timeline

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

Wealthspire Retirement, LLC held 32,462 BND 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 32,462 shares
    Change vs previous 13F -7,108 shares

    0.13% of the 13F portfolio, value $2,383,042.

    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 39,570 shares
    Change vs previous 13F -75 shares

    0.17% of the 13F portfolio, value $2,913,939.

    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 39,645 shares
    Change vs previous 13F +690 shares

    0.18% of the 13F portfolio, value $2,936,501.

    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 38,955 shares
    Change vs previous 13F -10,685 shares

    0.18% of the 13F portfolio, value $2,897,049.

    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 49,640 shares
    Change vs previous 13F -3,559 shares

    0.24% of the 13F portfolio, value $3,655,019.

    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 53,199 shares
    Change vs previous 13F +2,403 shares

    0.31% of the 13F portfolio, value $3,907,466.

    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 50,796 shares
    Change vs previous 13F -1,566 shares

    0.29% of the 13F portfolio, value $3,652,738.

    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 52,362 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,933,006.

    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).