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Wealthspire Retirement, LLC: SDY position timeline

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

Wealthspire Retirement, LLC held 63,489 SDY 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 63,489 shares
    Change vs previous 13F -7,956 shares

    0.53% of the 13F portfolio, value $9,661,775.

    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 71,445 shares
    Change vs previous 13F +8,867 shares

    0.63% of the 13F portfolio, value $10,426,755.

    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 62,578 shares
    Change vs previous 13F -2,918 shares

    0.53% of the 13F portfolio, value $8,708,293.

    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 65,496 shares
    Change vs previous 13F -1,159 shares

    0.59% of the 13F portfolio, value $9,172,714.

    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 66,655 shares
    Change vs previous 13F +49,203 shares

    0.6% of the 13F portfolio, value $9,047,130.

    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 17,452 shares
    Change vs previous 13F -5,829 shares

    0.19% of the 13F portfolio, value $2,367,880.

    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 23,281 shares
    Change vs previous 13F -2,381 shares

    0.24% of the 13F portfolio, value $3,075,479.

    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 25,662 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,645,080.

    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).