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Wealthspire Retirement, LLC: SCHB position timeline

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

Wealthspire Retirement, LLC held 98,506 SCHB 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 98,506 shares
    Change vs previous 13F -1,856 shares

    0.16% of the 13F portfolio, value $2,852,737.

    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 100,362 shares
    Change vs previous 13F +1,008 shares

    0.15% of the 13F portfolio, value $2,519,083.

    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 99,354 shares
    Change vs previous 13F -475 shares

    0.16% of the 13F portfolio, value $2,606,055.

    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 99,829 shares
    Change vs previous 13F -4,582 shares

    0.16% of the 13F portfolio, value $2,566,597.

    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 104,411 shares
    Change vs previous 13F -161 shares

    0.16% of the 13F portfolio, value $2,488,106.

    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 104,572 shares
    Change vs previous 13F -2,387 shares

    0.18% of the 13F portfolio, value $2,251,435.

    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 106,959 shares
    Change vs previous 13F +70,967 shares

    0.19% of the 13F portfolio, value $2,427,966.

    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 35,992 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,394,118.

    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).