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Wealthspire Retirement, LLC: USIG position timeline

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

Wealthspire Retirement, LLC held 108,163 USIG 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 108,163 shares
    Change vs previous 13F +454 shares

    0.3% of the 13F portfolio, value $5,547,705.

    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 107,709 shares
    Change vs previous 13F +1,885 shares

    0.33% of the 13F portfolio, value $5,517,947.

    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 105,824 shares
    Change vs previous 13F +1,592 shares

    0.33% of the 13F portfolio, value $5,478,526.

    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 104,232 shares
    Change vs previous 13F +1,409 shares

    0.35% of the 13F portfolio, value $5,443,013.

    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 102,823 shares
    Change vs previous 13F -7,070 shares

    0.35% of the 13F portfolio, value $5,289,232.

    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 109,893 shares
    Change vs previous 13F +2,845 shares

    0.44% of the 13F portfolio, value $5,613,352.

    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 107,048 shares
    Change vs previous 13F +37,941 shares

    0.43% of the 13F portfolio, value $5,382,356.

    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 69,107 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $3,633,679.

    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).