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Wealthspire Retirement, LLC: IEF position timeline

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

Wealthspire Retirement, LLC held 29,266 IEF 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 29,266 shares
    Change vs previous 13F +2,652 shares

    0.15% of the 13F portfolio, value $2,746,536.

    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 26,614 shares
    Change vs previous 13F +3,042 shares

    0.15% of the 13F portfolio, value $2,540,042.

    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 23,572 shares
    Change vs previous 13F +5,714 shares

    0.14% of the 13F portfolio, value $2,266,698.

    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 17,858 shares
    Change vs previous 13F +3,042 shares

    0.11% of the 13F portfolio, value $1,722,659.

    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 14,816 shares
    Change vs previous 13F +3,861 shares

    0.09% of the 13F portfolio, value $1,418,929.

    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 10,955 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,044,811.

    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).