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Wealthspire Retirement, LLC: FNDA position timeline

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

Wealthspire Retirement, LLC held 220,136 FNDA 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 220,136 shares
    Change vs previous 13F -1,556 shares

    0.46% of the 13F portfolio, value $8,378,379.

    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 221,692 shares
    Change vs previous 13F -9,726 shares

    0.43% of the 13F portfolio, value $7,189,488.

    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 231,418 shares
    Change vs previous 13F -47,465 shares

    0.44% of the 13F portfolio, value $7,291,996.

    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 278,883 shares
    Change vs previous 13F -11,625 shares

    0.55% of the 13F portfolio, value $8,690,000.

    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 290,508 shares
    Change vs previous 13F -2,527 shares

    0.55% of the 13F portfolio, value $8,323,043.

    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 293,035 shares
    Change vs previous 13F +8,241 shares

    0.64% of the 13F portfolio, value $8,026,224.

    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 284,794 shares
    Change vs previous 13F +149,111 shares

    0.67% of the 13F portfolio, value $8,458,375.

    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 135,683 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $8,082,768.

    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).