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Wealthspire Retirement, LLC: PFM position timeline

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

Wealthspire Retirement, LLC held 113,785 PFM 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 113,785 shares
    Change vs previous 13F +166 shares

    0.35% of the 13F portfolio, value $6,309,864.

    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 113,619 shares
    Change vs previous 13F -1,207 shares

    0.35% of the 13F portfolio, value $5,805,025.

    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 114,826 shares
    Change vs previous 13F +109 shares

    0.36% of the 13F portfolio, value $5,914,080.

    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 114,717 shares
    Change vs previous 13F -91 shares

    0.37% of the 13F portfolio, value $5,821,015.

    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 114,808 shares
    Change vs previous 13F -500 shares

    0.37% of the 13F portfolio, value $5,530,280.

    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 115,308 shares
    Change vs previous 13F +3,986 shares

    0.42% of the 13F portfolio, value $5,278,780.

    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 111,322 shares
    Change vs previous 13F -800 shares

    0.4% of the 13F portfolio, value $5,105,217.

    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 112,122 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $5,219,269.

    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).