Skip to content
Disclosery

Wealthspire Retirement, LLC: IWF position timeline

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

Wealthspire Retirement, LLC held 14,877 IWF 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 14,877 shares
    Change vs previous 13F +11,143 shares

    0.1% of the 13F portfolio, value $1,847,293.

    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 3,734 shares
    Change vs previous 13F -2 shares

    0.1% of the 13F portfolio, value $1,592,001.

    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 3,736 shares
    Change vs previous 13F -210 shares

    0.11% of the 13F portfolio, value $1,768,024.

    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 3,946 shares
    Change vs previous 13F +49 shares

    0.12% of the 13F portfolio, value $1,848,152.

    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 3,897 shares
    Change vs previous 13F -96 shares

    0.11% of the 13F portfolio, value $1,654,756.

    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 3,993 shares
    Change vs previous 13F -10 shares

    0.11% of the 13F portfolio, value $1,441,931.

    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 4,003 shares
    Change vs previous 13F -86 shares

    0.13% of the 13F portfolio, value $1,607,579.

    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 4,089 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,534,929.

    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).