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Wealthspire Retirement, LLC: SPDW position timeline

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

Wealthspire Retirement, LLC held 39,732 SPDW 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 39,732 shares
    Change vs previous 13F -358 shares

    0.11% of the 13F portfolio, value $2,002,085.

    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 40,090 shares
    Change vs previous 13F -306 shares

    0.11% of the 13F portfolio, value $1,830,119.

    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 40,396 shares
    Change vs previous 13F -3,738 shares

    0.11% of the 13F portfolio, value $1,793,996.

    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 44,134 shares
    Change vs previous 13F -332 shares

    0.12% of the 13F portfolio, value $1,888,498.

    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 44,466 shares
    Change vs previous 13F +4,741 shares

    0.12% of the 13F portfolio, value $1,800,432.

    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 39,725 shares
    Change vs previous 13F -7,336 shares

    0.11% of the 13F portfolio, value $1,446,402.

    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 47,061 shares
    Change vs previous 13F +4,069 shares

    0.13% of the 13F portfolio, value $1,606,198.

    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 42,992 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,614,846.

    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).