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Wealthspire Retirement, LLC: SCHF position timeline

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

Wealthspire Retirement, LLC held 101,797 SCHF 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 101,797 shares
    Change vs previous 13F -11,895 shares

    0.15% of the 13F portfolio, value $2,816,580.

    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 113,692 shares
    Change vs previous 13F +5,951 shares

    0.17% of the 13F portfolio, value $2,813,878.

    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 107,741 shares
    Change vs previous 13F -766 shares

    0.16% of the 13F portfolio, value $2,590,085.

    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 108,507 shares
    Change vs previous 13F -7,751 shares

    0.16% of the 13F portfolio, value $2,526,052.

    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 116,258 shares
    Change vs previous 13F -1,269 shares

    0.17% of the 13F portfolio, value $2,569,298.

    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 117,527 shares
    Change vs previous 13F -3,643 shares

    0.18% of the 13F portfolio, value $2,324,683.

    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 121,170 shares
    Change vs previous 13F +58,755 shares

    0.18% of the 13F portfolio, value $2,241,644.

    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 62,415 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,566,555.

    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).