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Wealthspire Retirement, LLC: SPHQ position timeline

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

Wealthspire Retirement, LLC held 100,898 SPHQ 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 100,898 shares
    Change vs previous 13F -243 shares

    0.5% of the 13F portfolio, value $9,090,906.

    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 101,141 shares
    Change vs previous 13F +70 shares

    0.46% of the 13F portfolio, value $7,604,773.

    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 101,071 shares
    Change vs previous 13F -85 shares

    0.46% of the 13F portfolio, value $7,585,391.

    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 101,156 shares
    Change vs previous 13F -1,631 shares

    0.47% of the 13F portfolio, value $7,413,752.

    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 102,787 shares
    Change vs previous 13F -2,398 shares

    0.48% of the 13F portfolio, value $7,324,570.

    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 105,185 shares
    Change vs previous 13F +7,257 shares

    0.55% of the 13F portfolio, value $6,977,994.

    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 97,928 shares
    Change vs previous 13F -647 shares

    0.52% of the 13F portfolio, value $6,564,099.

    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 98,575 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $6,631,148.

    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).