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Wealthspire Retirement, LLC: MINT position timeline

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

Wealthspire Retirement, LLC held 15,645 MINT 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 15,645 shares
    Change vs previous 13F -13,722 shares

    0.09% of the 13F portfolio, value $1,577,173.

    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 29,367 shares
    Change vs previous 13F +17,767 shares

    0.18% of the 13F portfolio, value $2,953,400.

    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 11,600 shares
    Change vs previous 13F -3,664 shares

    0.07% of the 13F portfolio, value $1,163,905.

    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 15,264 shares
    Change vs previous 13F -2,900 shares

    0.1% of the 13F portfolio, value $1,536,893.

    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 18,164 shares
    Change vs previous 13F -3,127 shares

    0.12% of the 13F portfolio, value $1,826,104.

    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 21,291 shares
    Change vs previous 13F +7,785 shares

    0.17% of the 13F portfolio, value $2,142,261.

    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 13,506 shares
    Change vs previous 13F -3,708 shares

    0.11% of the 13F portfolio, value $1,355,171.

    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 17,214 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,733,256.

    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).