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Wealthspire Retirement, LLC: HYS position timeline

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

Wealthspire Retirement, LLC held 32,063 HYS 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 32,063 shares
    Change vs previous 13F +42 shares

    0.16% of the 13F portfolio, value $2,998,495.

    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 32,021 shares
    Change vs previous 13F -239 shares

    0.18% of the 13F portfolio, value $2,986,597.

    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 32,260 shares
    Change vs previous 13F -1,804 shares

    0.19% of the 13F portfolio, value $3,058,892.

    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 34,064 shares
    Change vs previous 13F -3,210 shares

    0.21% of the 13F portfolio, value $3,259,214.

    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 37,274 shares
    Change vs previous 13F -733 shares

    0.23% of the 13F portfolio, value $3,541,373.

    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 38,007 shares
    Change vs previous 13F +4,112 shares

    0.28% of the 13F portfolio, value $3,559,736.

    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 33,895 shares
    Change vs previous 13F +1,826 shares

    0.25% of the 13F portfolio, value $3,175,321.

    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 32,069 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,062,577.

    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).