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Wealthspire Retirement, LLC: VB position timeline

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

Wealthspire Retirement, LLC held 70,589 VB 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 70,589 shares
    Change vs previous 13F -3,458 shares

    1.17% of the 13F portfolio, value $21,396,855.

    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 74,047 shares
    Change vs previous 13F +4,912 shares

    1.16% of the 13F portfolio, value $19,394,467.

    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 69,135 shares
    Change vs previous 13F +814 shares

    1.08% of the 13F portfolio, value $17,833,500.

    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 68,321 shares
    Change vs previous 13F +1,631 shares

    1.11% of the 13F portfolio, value $17,372,622.

    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 66,690 shares
    Change vs previous 13F +57,514 shares

    1.04% of the 13F portfolio, value $15,804,158.

    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 9,176 shares
    Change vs previous 13F -1,159 shares

    0.16% of the 13F portfolio, value $2,034,853.

    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 10,335 shares
    Change vs previous 13F +1,930 shares

    0.2% of the 13F portfolio, value $2,483,190.

    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 8,405 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,994,300.

    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).