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Wealthspire Retirement, LLC: SCHG position timeline

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

Wealthspire Retirement, LLC held 176,793 SCHG 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 176,793 shares
    Change vs previous 13F -10,179 shares

    0.33% of the 13F portfolio, value $5,982,665.

    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 186,972 shares
    Change vs previous 13F -7,091 shares

    0.33% of the 13F portfolio, value $5,446,503.

    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 194,063 shares
    Change vs previous 13F -3,359 shares

    0.38% of the 13F portfolio, value $6,330,321.

    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 197,422 shares
    Change vs previous 13F +55,773 shares

    0.4% of the 13F portfolio, value $6,299,749.

    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 141,649 shares
    Change vs previous 13F -16,473 shares

    0.27% of the 13F portfolio, value $4,137,577.

    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 158,122 shares
    Change vs previous 13F -2,075 shares

    0.31% of the 13F portfolio, value $3,959,370.

    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 160,197 shares
    Change vs previous 13F +118,149 shares

    0.35% of the 13F portfolio, value $4,464,693.

    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 42,048 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $4,380,051.

    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).