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Wealthspire Retirement, LLC: JMUB position timeline

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

Wealthspire Retirement, LLC held 42,819 JMUB 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 42,819 shares
    Change vs previous 13F +5 shares

    0.12% of the 13F portfolio, value $2,168,985.

    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 42,814 shares
    Change vs previous 13F +1,020 shares

    0.13% of the 13F portfolio, value $2,140,250.

    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 41,794 shares
    Change vs previous 13F +6,893 shares

    0.13% of the 13F portfolio, value $2,110,591.

    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 34,901 shares
    Change vs previous 13F -4,597 shares

    0.11% of the 13F portfolio, value $1,761,453.

    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 39,498 shares
    Change vs previous 13F +1,403 shares

    0.13% of the 13F portfolio, value $1,960,687.

    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 38,095 shares
    Change vs previous 13F +4,162 shares

    0.15% of the 13F portfolio, value $1,904,773.

    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 33,933 shares
    Change vs previous 13F +19,906 shares

    0.13% of the 13F portfolio, value $1,701,748.

    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 14,027 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $719,164.

    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).