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Wealthspire Retirement, LLC: OCTH position timeline

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

Wealthspire Retirement, LLC held 15,647 OCTH 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 15,647 shares
    Change vs previous 13F +207 shares

    0.02% of the 13F portfolio, value $375,450.

    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 15,440 shares
    Change vs previous 13F -4,460 shares

    0.02% of the 13F portfolio, value $362,546.

    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 19,900 shares
    Change vs previous 13F -2,120 shares

    0.03% of the 13F portfolio, value $476,515.

    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 22,020 shares
    Change vs previous 13F +248 shares

    0.03% of the 13F portfolio, value $529,581.

    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 21,772 shares
    Change vs previous 13F -8,150 shares

    0.03% of the 13F portfolio, value $521,022.

    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 29,922 shares
    Change vs previous 13F -1,898 shares

    0.06% of the 13F portfolio, value $707,759.

    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 31,820 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $761,453.

    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).