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Wealthspire Retirement, LLC: IVV position timeline

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

Wealthspire Retirement, LLC held 389,343 IVV 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 389,343 shares
    Change vs previous 13F -73,831 shares

    16.19% of the 13F portfolio, value $295,211,020.

    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 463,174 shares
    Change vs previous 13F +59,965 shares

    18.15% of the 13F portfolio, value $302,549,971.

    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 403,209 shares
    Change vs previous 13F +2,769 shares

    16.79% of the 13F portfolio, value $276,174,225.

    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 400,440 shares
    Change vs previous 13F -1,335 shares

    17.11% of the 13F portfolio, value $268,014,845.

    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 401,775 shares
    Change vs previous 13F -50,267 shares

    16.48% of the 13F portfolio, value $249,462,330.

    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 452,042 shares
    Change vs previous 13F +72,033 shares

    20.13% of the 13F portfolio, value $254,002,264.

    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 380,009 shares
    Change vs previous 13F +1,574 shares

    17.67% of the 13F portfolio, value $223,703,721.

    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 378,435 shares
    Change vs previous 13F not available

    17.67% of the 13F portfolio, value $218,311,623.

    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).