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Wealthspire Retirement, LLC: RWR position timeline

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

Wealthspire Retirement, LLC held 42,286 RWR 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 42,286 shares
    Change vs previous 13F +524 shares

    0.27% of the 13F portfolio, value $4,833,804.

    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 41,762 shares
    Change vs previous 13F +3,736 shares

    0.25% of the 13F portfolio, value $4,216,673.

    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 38,026 shares
    Change vs previous 13F +8,050 shares

    0.23% of the 13F portfolio, value $3,735,286.

    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 29,976 shares
    Change vs previous 13F +5,160 shares

    0.19% of the 13F portfolio, value $3,006,331.

    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 24,816 shares
    Change vs previous 13F +5,589 shares

    0.16% of the 13F portfolio, value $2,393,261.

    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 19,227 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,905,733.

    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).