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Wealthspire Retirement, LLC: EU position timeline

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

Wealthspire Retirement, LLC held 73,520 EU 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 73,520 shares
    Change vs previous 13F -480 shares

    0.01% of the 13F portfolio, value $96,312.

    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 74,000 shares
    Change vs previous 13F +5,000 shares

    0.01% of the 13F portfolio, value $133,200.

    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 69,000 shares
    Change vs previous 13F +37,500 shares

    0.01% of the 13F portfolio, value $171,120.

    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 31,500 shares
    Change vs previous 13F -10,000 shares

    0.01% of the 13F portfolio, value $101,115.

    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 41,500 shares
    Change vs previous 13F +3,500 shares

    0.01% of the 13F portfolio, value $118,690.

    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 38,000 shares
    Change vs previous 13F +10,000 shares

    <0.01% of the 13F portfolio, value $52,060.

    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 28,000 shares
    Change vs previous 13F +6,000 shares

    0.01% of the 13F portfolio, value $95,480.

    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 22,000 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $88,880.

    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).