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Wealthspire Retirement, LLC: BUI position timeline

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

Wealthspire Retirement, LLC held 128,821 BUI 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 128,821 shares
    Change vs previous 13F +4,395 shares

    0.2% of the 13F portfolio, value $3,737,109.

    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 124,426 shares
    Change vs previous 13F +2,275 shares

    0.2% of the 13F portfolio, value $3,282,363.

    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 122,151 shares
    Change vs previous 13F +5,934 shares

    0.19% of the 13F portfolio, value $3,138,049.

    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 116,217 shares
    Change vs previous 13F +2,714 shares

    0.19% of the 13F portfolio, value $3,041,411.

    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 113,503 shares
    Change vs previous 13F +2,894 shares

    0.19% of the 13F portfolio, value $2,922,693.

    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 110,609 shares
    Change vs previous 13F +2,370 shares

    0.2% of the 13F portfolio, value $2,503,071.

    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 108,239 shares
    Change vs previous 13F +1,869 shares

    0.2% of the 13F portfolio, value $2,536,037.

    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 106,370 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,641,259.

    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).