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Wealthspire Retirement, LLC: PYLD position timeline

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

Wealthspire Retirement, LLC held 87,640 PYLD 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 87,640 shares
    Change vs previous 13F -1,930 shares

    0.13% of the 13F portfolio, value $2,324,219.

    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 89,570 shares
    Change vs previous 13F +4,959 shares

    0.14% of the 13F portfolio, value $2,346,740.

    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 84,611 shares
    Change vs previous 13F +1,450 shares

    0.14% of the 13F portfolio, value $2,257,428.

    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 83,161 shares
    Change vs previous 13F +12,305 shares

    0.14% of the 13F portfolio, value $2,232,048.

    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 70,856 shares
    Change vs previous 13F +420 shares

    0.12% of the 13F portfolio, value $1,880,525.

    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 70,436 shares
    Change vs previous 13F -2,615 shares

    0.15% of the 13F portfolio, value $1,855,995.

    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 73,051 shares
    Change vs previous 13F +13,900 shares

    0.15% of the 13F portfolio, value $1,893,488.

    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 59,151 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,576,380.

    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).