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Wealthspire Retirement, LLC: IDV position timeline

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

Wealthspire Retirement, LLC held 19,164 IDV 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 19,164 shares
    Change vs previous 13F -451 shares

    0.04% of the 13F portfolio, value $793,983.

    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 19,615 shares
    Change vs previous 13F -4 shares

    0.05% of the 13F portfolio, value $834,807.

    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 19,619 shares
    Change vs previous 13F +1,972 shares

    0.05% of the 13F portfolio, value $773,963.

    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 17,647 shares
    Change vs previous 13F -1,661 shares

    0.04% of the 13F portfolio, value $645,017.

    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 19,308 shares
    Change vs previous 13F +211 shares

    0.04% of the 13F portfolio, value $666,319.

    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 19,097 shares
    Change vs previous 13F +83 shares

    0.05% of the 13F portfolio, value $592,383.

    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 19,014 shares
    Change vs previous 13F +658 shares

    0.04% of the 13F portfolio, value $520,616.

    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 18,356 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $554,969.

    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).