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Wealthspire Retirement, LLC: PSK position timeline

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

Wealthspire Retirement, LLC held 41,389 PSK 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 41,389 shares
    Change vs previous 13F +936 shares

    0.07% of the 13F portfolio, value $1,263,618.

    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 40,453 shares
    Change vs previous 13F +405 shares

    0.07% of the 13F portfolio, value $1,247,563.

    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 40,048 shares
    Change vs previous 13F +3,367 shares

    0.08% of the 13F portfolio, value $1,269,132.

    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 36,681 shares
    Change vs previous 13F -4,755 shares

    0.08% of the 13F portfolio, value $1,213,043.

    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 41,436 shares
    Change vs previous 13F -6,442 shares

    0.09% of the 13F portfolio, value $1,316,015.

    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 47,878 shares
    Change vs previous 13F +1,270 shares

    0.12% of the 13F portfolio, value $1,550,757.

    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 46,608 shares
    Change vs previous 13F -1,618 shares

    0.12% of the 13F portfolio, value $1,537,591.

    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 48,226 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,719,840.

    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).