Wealthspire Retirement, LLC: HFSI position timeline

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

Wealthspire Retirement, LLC held 600,921 HFSI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

period ended2026-06-30
13F 600,921 shares
Change vs previous 13F -158 shares
1.16% of the 13F portfolio, value $21,080,296.
13F-HR 0002040084-26-000005 filed by Wealthspire Retirement, LLC
Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 601,079 shares
Change vs previous 13F not available
1.25% of the 13F portfolio, value $20,869,465.
13F-HR 0002040084-26-000003 filed by Wealthspire Retirement, LLC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).