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Wealthspire Retirement, LLC: SHY position timeline

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

Wealthspire Retirement, LLC held 225,123 SHY 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 225,123 shares
    Change vs previous 13F +13,310 shares

    1.01% of the 13F portfolio, value $18,481,604.

    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 211,813 shares
    Change vs previous 13F +23,070 shares

    1.05% of the 13F portfolio, value $17,489,362.

    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 188,743 shares
    Change vs previous 13F +23,665 shares

    0.95% of the 13F portfolio, value $15,631,767.

    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 165,078 shares
    Change vs previous 13F +4,651 shares

    0.87% of the 13F portfolio, value $13,694,811.

    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 160,427 shares
    Change vs previous 13F -3,666 shares

    0.88% of the 13F portfolio, value $13,293,016.

    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 164,093 shares
    Change vs previous 13F +14,236 shares

    1.08% of the 13F portfolio, value $13,575,436.

    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 149,857 shares
    Change vs previous 13F +11,882 shares

    0.97% of the 13F portfolio, value $12,285,293.

    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 137,975 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $11,472,338.

    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).