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Wealthspire Retirement, LLC: IXUS position timeline

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

Wealthspire Retirement, LLC held 55,280 IXUS 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 55,280 shares
    Change vs previous 13F -2,253 shares

    0.29% of the 13F portfolio, value $5,248,465.

    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 57,533 shares
    Change vs previous 13F -1,439 shares

    0.3% of the 13F portfolio, value $4,984,655.

    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 58,972 shares
    Change vs previous 13F +896 shares

    0.3% of the 13F portfolio, value $4,991,386.

    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 58,076 shares
    Change vs previous 13F -1,641 shares

    0.31% of the 13F portfolio, value $4,795,938.

    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 59,717 shares
    Change vs previous 13F -1,698 shares

    0.31% of the 13F portfolio, value $4,616,734.

    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 61,415 shares
    Change vs previous 13F +2,372 shares

    0.34% of the 13F portfolio, value $4,287,360.

    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 59,043 shares
    Change vs previous 13F -1,177 shares

    0.31% of the 13F portfolio, value $3,905,130.

    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 60,220 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $4,373,819.

    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).