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Wealthspire Retirement, LLC: IDEV position timeline

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

Wealthspire Retirement, LLC held 777,307 IDEV 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 777,307 shares
    Change vs previous 13F +14,617 shares

    3.82% of the 13F portfolio, value $69,698,331.

    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 762,690 shares
    Change vs previous 13F +20,988 shares

    3.82% of the 13F portfolio, value $63,738,031.

    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 741,702 shares
    Change vs previous 13F +35,792 shares

    3.72% of the 13F portfolio, value $61,175,613.

    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 705,910 shares
    Change vs previous 13F -4,702 shares

    3.61% of the 13F portfolio, value $56,592,761.

    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 710,612 shares
    Change vs previous 13F -93,833 shares

    3.57% of the 13F portfolio, value $54,034,919.

    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 804,445 shares
    Change vs previous 13F +59,575 shares

    4.39% of the 13F portfolio, value $55,418,183.

    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 744,870 shares
    Change vs previous 13F +23,384 shares

    3.79% of the 13F portfolio, value $48,021,778.

    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 721,486 shares
    Change vs previous 13F not available

    4.14% of the 13F portfolio, value $51,104,063.

    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).