Wealthspire Retirement, LLC: F position timeline

Wealthspire Retirement, LLC held 0 F 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 -20,621 shares

   13F-HR/A 0002040084-26-000001 filed by Wealthspire Retirement, LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   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 20,621 shares

   Change vs previous 13F -811 shares

   0.01% of the 13F portfolio, value $223,737.

   13F-HR 0001085146-25-004821 filed by Wealthspire Retirement, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 21,432 shares

   Change vs previous 13F +536 shares

   0.02% of the 13F portfolio, value $214,968.

   13F-HR 0001085146-25-003012 filed by Wealthspire Retirement, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 20,896 shares

   Change vs previous 13F +270 shares

   0.02% of the 13F portfolio, value $206,872.

   13F-HR 0001085146-25-001289 filed by Wealthspire Retirement, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 20,626 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $217,819.

   13F-HR 0001085146-25-001288 filed by Wealthspire Retirement, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).