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Disclosery

Wealthspire Retirement, LLC: ROP position timeline

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

Wealthspire Retirement, LLC held 0 ROP shares at 2025-09-30 per its 13F-HR/A filed 2026-02-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F/A 0 shares
    Change vs previous 13F -485 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 485 shares
    Change vs previous 13F +5 shares

    0.02% of the 13F portfolio, value $274,918.

    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).

  3. period ended2025-03-31
    13F 480 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $282,999.

    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).

  4. period ended2024-12-31
    13F 480 shares
    Change vs previous 13F +48 shares

    0.02% of the 13F portfolio, value $249,528.

    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).

  5. period ended2024-09-30
    13F 432 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $240,382.

    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).