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Disclosery

Wealthspire Retirement, LLC: CI position timeline

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

Wealthspire Retirement, LLC held 0 CI shares at 2025-09-30 per its 13F-HR/A filed 2026-02-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F/A 0 shares
    Change vs previous 13F -690 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 690 shares
    Change vs previous 13F -285 shares

    0.02% of the 13F portfolio, value $228,180.

    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).

  3. period ended2025-03-31
    13F 975 shares
    Change vs previous 13F -155 shares

    0.03% of the 13F portfolio, value $320,828.

    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).

  4. period ended2024-12-31
    13F 1,130 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $312,161.

    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).