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Wealthspire Retirement, LLC: SCHR position timeline

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

Wealthspire Retirement, LLC held 44,357 SCHR 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 44,357 shares
    Change vs previous 13F +270 shares

    0.06% of the 13F portfolio, value $1,093,837.

    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 44,087 shares
    Change vs previous 13F +4,274 shares

    0.07% of the 13F portfolio, value $1,098,196.

    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 39,813 shares
    Change vs previous 13F +474 shares

    0.06% of the 13F portfolio, value $998,512.

    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 39,339 shares
    Change vs previous 13F -632 shares

    0.06% of the 13F portfolio, value $988,598.

    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 39,971 shares
    Change vs previous 13F +463 shares

    0.07% of the 13F portfolio, value $1,000,483.

    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 39,508 shares
    Change vs previous 13F +255 shares

    0.08% of the 13F portfolio, value $982,179.

    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 39,253 shares
    Change vs previous 13F +19,723 shares

    0.08% of the 13F portfolio, value $953,458.

    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 19,530 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $988,223.

    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).