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Wealthspire Retirement, LLC: REET position timeline

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

Wealthspire Retirement, LLC held 53,060 REET 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 53,060 shares
    Change vs previous 13F -5,502 shares

    0.08% of the 13F portfolio, value $1,465,507.

    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 58,562 shares
    Change vs previous 13F -5,728 shares

    0.09% of the 13F portfolio, value $1,472,839.

    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 64,290 shares
    Change vs previous 13F -3,811 shares

    0.1% of the 13F portfolio, value $1,604,031.

    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 68,101 shares
    Change vs previous 13F +2,297 shares

    0.11% of the 13F portfolio, value $1,740,652.

    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 65,804 shares
    Change vs previous 13F -10,848 shares

    0.11% of the 13F portfolio, value $1,625,355.

    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 76,652 shares
    Change vs previous 13F +4,701 shares

    0.15% of the 13F portfolio, value $1,859,588.

    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 71,951 shares
    Change vs previous 13F -514 shares

    0.14% of the 13F portfolio, value $1,724,660.

    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 72,465 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,933,967.

    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).