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Wealthspire Retirement, LLC: FNDX position timeline

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

Wealthspire Retirement, LLC held 1,110,024 FNDX 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 1,110,024 shares
    Change vs previous 13F +155,250 shares

    1.89% of the 13F portfolio, value $34,521,760.

    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 954,774 shares
    Change vs previous 13F +175,175 shares

    1.6% of the 13F portfolio, value $26,590,463.

    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 779,599 shares
    Change vs previous 13F +508,473 shares

    1.29% of the 13F portfolio, value $21,212,886.

    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 271,126 shares
    Change vs previous 13F +219,138 shares

    0.46% of the 13F portfolio, value $7,130,618.

    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 51,988 shares
    Change vs previous 13F +11,493 shares

    0.08% of the 13F portfolio, value $1,275,774.

    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 40,495 shares
    Change vs previous 13F +4,518 shares

    0.08% of the 13F portfolio, value $956,087.

    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 35,977 shares
    Change vs previous 13F +25,683 shares

    0.07% of the 13F portfolio, value $851,927.

    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 10,294 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $738,738.

    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).