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Wealthspire Retirement, LLC: PWB position timeline

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

Wealthspire Retirement, LLC held 12,267 PWB 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 12,267 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $2,066,499.

    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 12,267 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,544,784.

    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 12,267 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,559,259.

    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 12,267 shares
    Change vs previous 13F -248 shares

    0.1% of the 13F portfolio, value $1,538,528.

    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 12,515 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,469,762.

    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 12,515 shares
    Change vs previous 13F -200 shares

    0.1% of the 13F portfolio, value $1,201,941.

    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 12,715 shares
    Change vs previous 13F -200 shares

    0.1% of the 13F portfolio, value $1,293,598.

    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 12,915 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,274,482.

    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).