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Wealthspire Retirement, LLC: IEMG position timeline

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

Wealthspire Retirement, LLC held 259,277 IEMG 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 259,277 shares
    Change vs previous 13F -8,842 shares

    1.13% of the 13F portfolio, value $20,667,245.

    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 268,119 shares
    Change vs previous 13F -4,277 shares

    1.12% of the 13F portfolio, value $18,701,320.

    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 272,396 shares
    Change vs previous 13F +3,772 shares

    1.11% of the 13F portfolio, value $18,310,419.

    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 268,624 shares
    Change vs previous 13F +2,831 shares

    1.13% of the 13F portfolio, value $17,707,737.

    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 265,793 shares
    Change vs previous 13F -3,442 shares

    1.05% of the 13F portfolio, value $15,955,573.

    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 269,235 shares
    Change vs previous 13F +24,721 shares

    1.15% of the 13F portfolio, value $14,530,616.

    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 244,514 shares
    Change vs previous 13F -300 shares

    1.01% of the 13F portfolio, value $12,768,546.

    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 244,814 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $14,056,973.

    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).