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Wealthspire Retirement, LLC: SCHA position timeline

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

Wealthspire Retirement, LLC held 147,744 SCHA 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 147,744 shares
    Change vs previous 13F -1,895 shares

    0.29% of the 13F portfolio, value $5,337,984.

    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 149,639 shares
    Change vs previous 13F +3,305 shares

    0.26% of the 13F portfolio, value $4,351,509.

    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 146,334 shares
    Change vs previous 13F -3,106 shares

    0.25% of the 13F portfolio, value $4,167,605.

    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 149,440 shares
    Change vs previous 13F -4,679 shares

    0.27% of the 13F portfolio, value $4,169,388.

    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 154,119 shares
    Change vs previous 13F -53,486 shares

    0.26% of the 13F portfolio, value $3,899,202.

    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 207,605 shares
    Change vs previous 13F +9,066 shares

    0.39% of the 13F portfolio, value $4,864,188.

    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 198,539 shares
    Change vs previous 13F +104,193 shares

    0.41% of the 13F portfolio, value $5,134,217.

    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 94,346 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $4,858,772.

    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).