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Wealthspire Retirement, LLC: SCHX position timeline

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

Wealthspire Retirement, LLC held 167,933 SCHX 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 167,933 shares
    Change vs previous 13F -32,026 shares

    0.27% of the 13F portfolio, value $4,945,728.

    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 199,959 shares
    Change vs previous 13F -24,356 shares

    0.31% of the 13F portfolio, value $5,126,955.

    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 224,315 shares
    Change vs previous 13F -42,507 shares

    0.37% of the 13F portfolio, value $6,036,312.

    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 266,822 shares
    Change vs previous 13F -30,985 shares

    0.45% of the 13F portfolio, value $7,028,077.

    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 297,807 shares
    Change vs previous 13F -4,061 shares

    0.48% of the 13F portfolio, value $7,278,391.

    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 301,868 shares
    Change vs previous 13F -13,291 shares

    0.53% of the 13F portfolio, value $6,665,228.

    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 315,159 shares
    Change vs previous 13F +201,363 shares

    0.58% of the 13F portfolio, value $7,305,386.

    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 113,796 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $7,721,133.

    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).