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Wealthspire Retirement, LLC: ITOT position timeline

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

Wealthspire Retirement, LLC held 124,243 ITOT 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 124,243 shares
    Change vs previous 13F -469 shares

    1.13% of the 13F portfolio, value $20,551,600.

    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 124,712 shares
    Change vs previous 13F +1,522 shares

    1.07% of the 13F portfolio, value $17,762,752.

    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 123,190 shares
    Change vs previous 13F -1,115 shares

    1.11% of the 13F portfolio, value $18,317,161.

    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 124,305 shares
    Change vs previous 13F -591 shares

    1.16% of the 13F portfolio, value $18,105,046.

    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 124,896 shares
    Change vs previous 13F -50 shares

    1.11% of the 13F portfolio, value $16,865,999.

    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 124,946 shares
    Change vs previous 13F +2,422 shares

    1.21% of the 13F portfolio, value $15,244,696.

    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 122,524 shares
    Change vs previous 13F -2,077 shares

    1.24% of the 13F portfolio, value $15,759,037.

    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 124,601 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $15,652,497.

    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).