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Wealthspire Retirement, LLC: CII position timeline

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

Wealthspire Retirement, LLC held 204,940 CII 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 204,940 shares
    Change vs previous 13F -5,596 shares

    0.29% of the 13F portfolio, value $5,359,191.

    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 210,536 shares
    Change vs previous 13F +3,547 shares

    0.27% of the 13F portfolio, value $4,425,466.

    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 206,989 shares
    Change vs previous 13F +7,993 shares

    0.29% of the 13F portfolio, value $4,837,333.

    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 198,996 shares
    Change vs previous 13F +12,908 shares

    0.29% of the 13F portfolio, value $4,576,906.

    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 186,088 shares
    Change vs previous 13F -7,263 shares

    0.26% of the 13F portfolio, value $3,972,971.

    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 193,351 shares
    Change vs previous 13F +7,958 shares

    0.28% of the 13F portfolio, value $3,571,192.

    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 185,393 shares
    Change vs previous 13F +5,304 shares

    0.29% of the 13F portfolio, value $3,726,398.

    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 180,089 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $3,545,938.

    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).