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Wealthspire Retirement, LLC: FBND position timeline

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

Wealthspire Retirement, LLC held 702,477 FBND 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 702,477 shares
    Change vs previous 13F +24,710 shares

    1.75% of the 13F portfolio, value $31,955,680.

    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 677,767 shares
    Change vs previous 13F +33,895 shares

    1.85% of the 13F portfolio, value $30,919,713.

    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 643,872 shares
    Change vs previous 13F +77,111 shares

    1.8% of the 13F portfolio, value $29,643,881.

    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 566,761 shares
    Change vs previous 13F +38,585 shares

    1.67% of the 13F portfolio, value $26,207,036.

    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 528,176 shares
    Change vs previous 13F -61,576 shares

    1.6% of the 13F portfolio, value $24,164,072.

    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 589,752 shares
    Change vs previous 13F +38,197 shares

    2.13% of the 13F portfolio, value $26,922,199.

    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 551,555 shares
    Change vs previous 13F +112,259 shares

    1.95% of the 13F portfolio, value $24,748,263.

    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 439,296 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $20,532,983.

    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).