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Wealthspire Retirement, LLC: PRF position timeline

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

Wealthspire Retirement, LLC held 307,679 PRF 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 307,679 shares
    Change vs previous 13F -10,232 shares

    0.91% of the 13F portfolio, value $16,623,903.

    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 317,911 shares
    Change vs previous 13F +837 shares

    0.91% of the 13F portfolio, value $15,110,331.

    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 317,074 shares
    Change vs previous 13F +4,140 shares

    0.9% of the 13F portfolio, value $14,877,092.

    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 312,934 shares
    Change vs previous 13F +486 shares

    0.9% of the 13F portfolio, value $14,147,736.

    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 312,448 shares
    Change vs previous 13F -1,071 shares

    0.87% of the 13F portfolio, value $13,207,162.

    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 313,519 shares
    Change vs previous 13F -12,373 shares

    1% of the 13F portfolio, value $12,669,300.

    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 325,892 shares
    Change vs previous 13F +13,534 shares

    1.04% of the 13F portfolio, value $13,146,498.

    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 312,358 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $12,691,096.

    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).