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Wealthspire Retirement, LLC: STIP position timeline

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

Wealthspire Retirement, LLC held 56,382 STIP 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 56,382 shares
    Change vs previous 13F +4,194 shares

    0.31% of the 13F portfolio, value $5,741,265.

    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 52,188 shares
    Change vs previous 13F +871 shares

    0.32% of the 13F portfolio, value $5,397,820.

    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 51,317 shares
    Change vs previous 13F +11,612 shares

    0.32% of the 13F portfolio, value $5,254,301.

    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 39,705 shares
    Change vs previous 13F +4,476 shares

    0.26% of the 13F portfolio, value $4,103,942.

    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 35,229 shares
    Change vs previous 13F +18,325 shares

    0.24% of the 13F portfolio, value $3,625,372.

    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 16,904 shares
    Change vs previous 13F -361 shares

    0.14% of the 13F portfolio, value $1,749,078.

    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 17,265 shares
    Change vs previous 13F +3,452 shares

    0.14% of the 13F portfolio, value $1,736,882.

    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 13,813 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,399,452.

    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).