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Wealthspire Retirement, LLC: TLT position timeline

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

Wealthspire Retirement, LLC held 31,287 TLT 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 31,287 shares
    Change vs previous 13F +693 shares

    0.15% of the 13F portfolio, value $2,648,745.

    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 30,594 shares
    Change vs previous 13F +3,136 shares

    0.16% of the 13F portfolio, value $2,652,197.

    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 27,458 shares
    Change vs previous 13F +4,626 shares

    0.15% of the 13F portfolio, value $2,393,221.

    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 22,832 shares
    Change vs previous 13F +3,324 shares

    0.13% of the 13F portfolio, value $2,040,514.

    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 19,508 shares
    Change vs previous 13F +5,963 shares

    0.11% of the 13F portfolio, value $1,721,553.

    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 13,545 shares
    Change vs previous 13F -1,300 shares

    0.1% of the 13F portfolio, value $1,233,037.

    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 14,845 shares
    Change vs previous 13F -2,262 shares

    0.1% of the 13F portfolio, value $1,296,384.

    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 17,107 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,678,412.

    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).