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Wealthspire Retirement, LLC: SPAB position timeline

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

Wealthspire Retirement, LLC held 56,094 SPAB 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 56,094 shares
    Change vs previous 13F +556 shares

    0.08% of the 13F portfolio, value $1,431,512.

    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 55,538 shares
    Change vs previous 13F +344 shares

    0.09% of the 13F portfolio, value $1,422,879.

    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 55,194 shares
    Change vs previous 13F +713 shares

    0.09% of the 13F portfolio, value $1,421,249.

    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 54,481 shares
    Change vs previous 13F +1,173 shares

    0.09% of the 13F portfolio, value $1,408,322.

    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 53,308 shares
    Change vs previous 13F +511 shares

    0.09% of the 13F portfolio, value $1,364,683.

    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 52,797 shares
    Change vs previous 13F -1,026 shares

    0.11% of the 13F portfolio, value $1,348,426.

    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 53,823 shares
    Change vs previous 13F +2,522 shares

    0.11% of the 13F portfolio, value $1,345,033.

    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 51,301 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,341,011.

    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).