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Wealthspire Retirement, LLC: SCHZ position timeline

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

Wealthspire Retirement, LLC held 24,940 SCHZ 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 24,940 shares
    Change vs previous 13F -3,225 shares

    0.03% of the 13F portfolio, value $576,855.

    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 28,165 shares
    Change vs previous 13F -6,301 shares

    0.04% of the 13F portfolio, value $653,991.

    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 34,466 shares
    Change vs previous 13F +1,294 shares

    0.05% of the 13F portfolio, value $805,472.

    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 33,172 shares
    Change vs previous 13F -10,923 shares

    0.05% of the 13F portfolio, value $778,537.

    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 44,095 shares
    Change vs previous 13F -1,465 shares

    0.07% of the 13F portfolio, value $1,024,767.

    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 45,560 shares
    Change vs previous 13F -10,365 shares

    0.08% of the 13F portfolio, value $1,055,190.

    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 55,925 shares
    Change vs previous 13F +1,938 shares

    0.1% of the 13F portfolio, value $1,269,508.

    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 53,987 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,565,477.

    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).