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Wealthspire Retirement, LLC: QQQ position timeline

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

Wealthspire Retirement, LLC held 52,154 QQQ 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 52,154 shares
    Change vs previous 13F +159 shares

    2.11% of the 13F portfolio, value $38,406,017.

    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 51,995 shares
    Change vs previous 13F +1,176 shares

    1.8% of the 13F portfolio, value $30,010,361.

    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 50,819 shares
    Change vs previous 13F -3,124 shares

    1.9% of the 13F portfolio, value $31,218,426.

    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 53,943 shares
    Change vs previous 13F -1,823 shares

    2.07% of the 13F portfolio, value $32,385,896.

    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 55,766 shares
    Change vs previous 13F -599 shares

    2.03% of the 13F portfolio, value $30,762,819.

    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 56,365 shares
    Change vs previous 13F -520 shares

    2.1% of the 13F portfolio, value $26,430,678.

    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 56,885 shares
    Change vs previous 13F +1,040 shares

    2.3% of the 13F portfolio, value $29,081,266.

    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 55,845 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $27,260,458.

    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).