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Wealthspire Retirement, LLC: ONEQ position timeline

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

Wealthspire Retirement, LLC held 452,346 ONEQ 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 452,346 shares
    Change vs previous 13F -15,877 shares

    2.57% of the 13F portfolio, value $46,772,243.

    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 468,223 shares
    Change vs previous 13F +29,709 shares

    2.38% of the 13F portfolio, value $39,756,825.

    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 438,514 shares
    Change vs previous 13F -15,708 shares

    2.44% of the 13F portfolio, value $40,080,172.

    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 454,222 shares
    Change vs previous 13F -1,798 shares

    2.58% of the 13F portfolio, value $40,484,825.

    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 456,020 shares
    Change vs previous 13F -676 shares

    2.41% of the 13F portfolio, value $36,527,240.

    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 456,696 shares
    Change vs previous 13F +3,960 shares

    2.46% of the 13F portfolio, value $31,085,034.

    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 452,736 shares
    Change vs previous 13F -1,081 shares

    2.72% of the 13F portfolio, value $34,435,123.

    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 453,817 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $32,497,012.

    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).