Skip to content
Disclosery

Wealthspire Retirement, LLC: IAPR position timeline

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

Wealthspire Retirement, LLC held 13,404 IAPR 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 13,404 shares
    Change vs previous 13F -218 shares

    0.02% of the 13F portfolio, value $445,147.

    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 13,622 shares
    Change vs previous 13F -5,557 shares

    0.03% of the 13F portfolio, value $431,409.

    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 19,179 shares
    Change vs previous 13F -690 shares

    0.04% of the 13F portfolio, value $591,481.

    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 19,869 shares
    Change vs previous 13F -450 shares

    0.04% of the 13F portfolio, value $597,439.

    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 20,319 shares
    Change vs previous 13F -6,236 shares

    0.04% of the 13F portfolio, value $594,128.

    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 26,555 shares
    Change vs previous 13F +821 shares

    0.06% of the 13F portfolio, value $731,325.

    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 25,734 shares
    Change vs previous 13F +7,515 shares

    0.05% of the 13F portfolio, value $687,047.

    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 18,219 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $517,691.

    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).