Wealthspire Retirement, LLC: IUSB position timeline

Wealthspire Retirement, LLC held 0 IUSB shares at 2025-09-30 per its 13F-HR/A filed 2026-02-06.

the latest 13F is the newest step

1. period ended2025-09-30

   13F/A 0 shares

   Change vs previous 13F -6,158 shares

   13F-HR/A 0002040084-26-000001 filed by Wealthspire Retirement, LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 6,158 shares

   Change vs previous 13F -1,975 shares

   0.02% of the 13F portfolio, value $284,683.

   13F-HR 0001085146-25-004821 filed by Wealthspire Retirement, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 8,133 shares

   Change vs previous 13F -1,267 shares

   0.03% of the 13F portfolio, value $374,760.

   13F-HR 0001085146-25-003012 filed by Wealthspire Retirement, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 9,400 shares

   Change vs previous 13F +229 shares

   0.03% of the 13F portfolio, value $424,895.

   13F-HR 0001085146-25-001289 filed by Wealthspire Retirement, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 9,171 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $432,101.

   13F-HR 0001085146-25-001288 filed by Wealthspire Retirement, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).