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Wealthspire Retirement, LLC: SHV position timeline

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

Wealthspire Retirement, LLC held 1,478,117 SHV 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 1,478,117 shares
    Change vs previous 13F +443,386 shares

    8.93% of the 13F portfolio, value $162,903,582.

    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 1,034,731 shares
    Change vs previous 13F -381,590 shares

    6.85% of the 13F portfolio, value $114,223,923.

    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 1,416,321 shares
    Change vs previous 13F +156,681 shares

    9.48% of the 13F portfolio, value $156,007,809.

    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 1,259,640 shares
    Change vs previous 13F +14,118 shares

    8.89% of the 13F portfolio, value $139,177,624.

    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 1,245,522 shares
    Change vs previous 13F +388,096 shares

    9.09% of the 13F portfolio, value $137,530,581.

    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 857,426 shares
    Change vs previous 13F -333,358 shares

    7.51% of the 13F portfolio, value $94,711,320.

    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 1,190,784 shares
    Change vs previous 13F +24,744 shares

    10.35% of the 13F portfolio, value $131,117,197.

    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 1,166,040 shares
    Change vs previous 13F not available

    10.44% of the 13F portfolio, value $128,998,615.

    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).