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Wealthspire Retirement, LLC: IJR position timeline

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

Wealthspire Retirement, LLC held 153,299 IJR 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 153,299 shares
    Change vs previous 13F -22,266 shares

    1.23% of the 13F portfolio, value $22,422,209.

    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 175,565 shares
    Change vs previous 13F +23,277 shares

    1.31% of the 13F portfolio, value $21,824,550.

    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 152,288 shares
    Change vs previous 13F +1,442 shares

    1.11% of the 13F portfolio, value $18,302,021.

    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 150,846 shares
    Change vs previous 13F +1,687 shares

    1.14% of the 13F portfolio, value $17,924,999.

    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 149,159 shares
    Change vs previous 13F -4,901 shares

    1.08% of the 13F portfolio, value $16,301,548.

    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 154,060 shares
    Change vs previous 13F +33,333 shares

    1.28% of the 13F portfolio, value $16,110,028.

    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 120,727 shares
    Change vs previous 13F +1,572 shares

    1.1% of the 13F portfolio, value $13,910,159.

    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 119,155 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $13,941,153.

    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).