Wealthspire Retirement, LLC: USRT position timeline

Wealthspire Retirement, LLC held 17,380 USRT 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 17,380 shares

   Change vs previous 13F +4,171 shares

   0.06% of the 13F portfolio, value $1,154,912.

   13F-HR 0002040084-26-000005 filed by Wealthspire Retirement, LLC
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 13,209 shares

   Change vs previous 13F +2,900 shares

   0.05% of the 13F portfolio, value $781,824.

   13F-HR 0002040084-26-000003 filed by Wealthspire Retirement, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 10,309 shares

   Change vs previous 13F +3,577 shares

   0.04% of the 13F portfolio, value $587,175.

   13F-HR 0002040084-26-000002 filed by Wealthspire Retirement, LLC
   Filed 2026-02-18 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F/A 6,732 shares

   Change vs previous 13F +2,472 shares

   0.03% of the 13F portfolio, value $395,280.

   13F-HR/A 0002040084-26-000001 filed by Wealthspire Retirement, LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 4,260 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $240,948.

   13F-HR 0001085146-25-004821 filed by Wealthspire Retirement, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).