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Wealthspire Retirement, LLC: NEM position timeline

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

Wealthspire Retirement, LLC held 21,596 NEM 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 21,596 shares
    Change vs previous 13F -398 shares

    0.11% of the 13F portfolio, value $2,017,053.

    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 21,994 shares
    Change vs previous 13F -1,723 shares

    0.14% of the 13F portfolio, value $2,380,847.

    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 23,717 shares
    Change vs previous 13F -2,643 shares

    0.14% of the 13F portfolio, value $2,368,097.

    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 26,360 shares
    Change vs previous 13F +64 shares

    0.14% of the 13F portfolio, value $2,222,371.

    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 26,296 shares
    Change vs previous 13F +91 shares

    0.1% of the 13F portfolio, value $1,532,001.

    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 26,205 shares
    Change vs previous 13F +98 shares

    0.1% of the 13F portfolio, value $1,265,188.

    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 26,107 shares
    Change vs previous 13F -1,225 shares

    0.08% of the 13F portfolio, value $971,717.

    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 27,332 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,460,920.

    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).