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Wealthspire Retirement, LLC: SPYM position timeline

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

Wealthspire Retirement, LLC held 485,208 SPYM 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 485,208 shares
    Change vs previous 13F +31,367 shares

    2.34% of the 13F portfolio, value $42,640,088.

    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 453,841 shares
    Change vs previous 13F +40,204 shares

    2.08% of the 13F portfolio, value $34,737,004.

    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 413,637 shares
    Change vs previous 13F +4,128 shares

    2.02% of the 13F portfolio, value $33,181,970.

    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 409,509 shares
    Change vs previous 13F -1,589 shares

    2.05% of the 13F portfolio, value $32,080,919.

    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 411,098 shares
    Change vs previous 13F -119,113 shares

    1.97% of the 13F portfolio, value $29,882,707.

    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 530,211 shares
    Change vs previous 13F +60,575 shares

    2.76% of the 13F portfolio, value $34,866,661.

    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 469,636 shares
    Change vs previous 13F +7,443 shares

    2.56% of the 13F portfolio, value $32,376,727.

    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 462,193 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $31,202,127.

    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).