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Wealthspire Retirement, LLC: VBK position timeline

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

Wealthspire Retirement, LLC held 24,366 VBK 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 24,366 shares
    Change vs previous 13F +2,597 shares

    0.49% of the 13F portfolio, value $8,910,527.

    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 21,769 shares
    Change vs previous 13F +2,769 shares

    0.39% of the 13F portfolio, value $6,579,747.

    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 19,000 shares
    Change vs previous 13F +9,121 shares

    0.35% of the 13F portfolio, value $5,740,202.

    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 9,879 shares
    Change vs previous 13F +3,433 shares

    0.19% of the 13F portfolio, value $2,940,058.

    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 6,446 shares
    Change vs previous 13F -200 shares

    0.12% of the 13F portfolio, value $1,785,215.

    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 6,646 shares
    Change vs previous 13F -307 shares

    0.13% of the 13F portfolio, value $1,673,318.

    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 6,953 shares
    Change vs previous 13F +420 shares

    0.15% of the 13F portfolio, value $1,947,215.

    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 6,533 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,746,871.

    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).