Wealthspire Retirement, LLC: NHI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthspire Retirement, LLC on NHI, newest first. How the timeline and the estimate are built.
Wealthspire Retirement, LLC held 24,350 NHI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 24,350 sharesChange vs previous 13F -968 shares
0.1% of the 13F portfolio, value $1,856,958.
13F-HR 0002040084-26-000005 filed by Wealthspire Retirement, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 25,318 sharesChange vs previous 13F +221 shares
0.12% of the 13F portfolio, value $2,047,247.
13F-HR 0002040084-26-000003 filed by Wealthspire Retirement, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 25,097 sharesChange vs previous 13F +106 shares
0.12% of the 13F portfolio, value $1,916,695.
13F-HR 0002040084-26-000002 filed by Wealthspire Retirement, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 24,991 sharesChange vs previous 13F +133 shares
0.13% of the 13F portfolio, value $1,986,801.
13F-HR/A 0002040084-26-000001 filed by Wealthspire Retirement, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 24,858 sharesChange vs previous 13F +190 shares
0.12% of the 13F portfolio, value $1,743,034.
13F-HR 0001085146-25-004821 filed by Wealthspire Retirement, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 24,668 sharesChange vs previous 13F -167 shares
0.14% of the 13F portfolio, value $1,821,995.
13F-HR 0001085146-25-003012 filed by Wealthspire Retirement, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 24,835 sharesChange vs previous 13F -632 shares
0.14% of the 13F portfolio, value $1,721,081.
13F-HR 0001085146-25-001289 filed by Wealthspire Retirement, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 25,467 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $2,140,778.
13F-HR 0001085146-25-001288 filed by Wealthspire Retirement, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).