Skip to content
Disclosery

Wealthspire Retirement, LLC: VCSH position timeline

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

Wealthspire Retirement, LLC held 249,464 VCSH 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 249,464 shares
    Change vs previous 13F +14,014 shares

    1.08% of the 13F portfolio, value $19,715,168.

    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 235,450 shares
    Change vs previous 13F +19,584 shares

    1.12% of the 13F portfolio, value $18,664,160.

    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 215,866 shares
    Change vs previous 13F +12,748 shares

    1.05% of the 13F portfolio, value $17,210,999.

    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 203,118 shares
    Change vs previous 13F +18,746 shares

    1.04% of the 13F portfolio, value $16,235,183.

    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 184,372 shares
    Change vs previous 13F -1,399 shares

    0.97% of the 13F portfolio, value $14,657,594.

    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 185,771 shares
    Change vs previous 13F +5,806 shares

    1.16% of the 13F portfolio, value $14,664,761.

    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 179,965 shares
    Change vs previous 13F +11,937 shares

    1.11% of the 13F portfolio, value $14,039,083.

    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 168,028 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $13,344,726.

    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).