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Wealthspire Retirement, LLC: BSJQ position timeline

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

Wealthspire Retirement, LLC held 33,866 BSJQ 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 33,866 shares
    Change vs previous 13F -13,715 shares

    0.04% of the 13F portfolio, value $777,404.

    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 47,581 shares
    Change vs previous 13F +550 shares

    0.07% of the 13F portfolio, value $1,102,699.

    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 47,031 shares
    Change vs previous 13F +1,152 shares

    0.07% of the 13F portfolio, value $1,097,704.

    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 45,879 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,073,809.

    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 45,879 shares
    Change vs previous 13F +1,510 shares

    0.07% of the 13F portfolio, value $1,070,353.

    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 44,369 shares
    Change vs previous 13F +4,087 shares

    0.08% of the 13F portfolio, value $1,028,916.

    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 40,282 shares
    Change vs previous 13F +12,604 shares

    0.07% of the 13F portfolio, value $937,576.

    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 27,678 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $649,126.

    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).