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Wealthspire Retirement, LLC: TIP position timeline

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

Wealthspire Retirement, LLC held 58,325 TIP 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 58,325 shares
    Change vs previous 13F -811 shares

    0.35% of the 13F portfolio, value $6,350,725.

    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 59,136 shares
    Change vs previous 13F +10,217 shares

    0.39% of the 13F portfolio, value $6,526,327.

    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 48,919 shares
    Change vs previous 13F -1,564 shares

    0.33% of the 13F portfolio, value $5,376,756.

    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 50,483 shares
    Change vs previous 13F +13,226 shares

    0.36% of the 13F portfolio, value $5,614,787.

    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 37,257 shares
    Change vs previous 13F +25,057 shares

    0.27% of the 13F portfolio, value $4,099,812.

    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 12,200 shares
    Change vs previous 13F +6,194 shares

    0.11% of the 13F portfolio, value $1,355,347.

    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 6,006 shares
    Change vs previous 13F -105 shares

    0.05% of the 13F portfolio, value $639,926.

    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 6,111 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $675,121.

    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).