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Wealthspire Retirement, LLC: DHS position timeline

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

Wealthspire Retirement, LLC held 56,008 DHS 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 56,008 shares
    Change vs previous 13F -1,227 shares

    0.35% of the 13F portfolio, value $6,367,225.

    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 57,235 shares
    Change vs previous 13F +4,263 shares

    0.38% of the 13F portfolio, value $6,251,177.

    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 52,972 shares
    Change vs previous 13F +2,329 shares

    0.33% of the 13F portfolio, value $5,393,635.

    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 50,643 shares
    Change vs previous 13F +3,118 shares

    0.33% of the 13F portfolio, value $5,102,255.

    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 47,525 shares
    Change vs previous 13F +550 shares

    0.3% of the 13F portfolio, value $4,561,477.

    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 46,975 shares
    Change vs previous 13F +536 shares

    0.37% of the 13F portfolio, value $4,658,047.

    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 46,439 shares
    Change vs previous 13F +304 shares

    0.34% of the 13F portfolio, value $4,335,576.

    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 46,135 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $4,327,484.

    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).