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Wealthspire Retirement, LLC: EEM position timeline

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

Wealthspire Retirement, LLC held 16,121 EEM 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 16,121 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,102,833.

    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 16,121 shares
    Change vs previous 13F -888 shares

    0.05% of the 13F portfolio, value $915,508.

    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 17,009 shares
    Change vs previous 13F +900 shares

    0.06% of the 13F portfolio, value $930,553.

    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 16,109 shares
    Change vs previous 13F -151 shares

    0.05% of the 13F portfolio, value $860,204.

    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 16,260 shares
    Change vs previous 13F +657 shares

    0.05% of the 13F portfolio, value $784,372.

    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 15,603 shares
    Change vs previous 13F +289 shares

    0.05% of the 13F portfolio, value $681,851.

    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 15,314 shares
    Change vs previous 13F +1,131 shares

    0.05% of the 13F portfolio, value $640,428.

    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 14,183 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $650,424.

    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).