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Wealthspire Retirement, LLC: VEA position timeline

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

Wealthspire Retirement, LLC held 551,337 VEA 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 551,337 shares
    Change vs previous 13F +183,450 shares

    2.15% of the 13F portfolio, value $39,281,365.

    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 367,887 shares
    Change vs previous 13F +14,228 shares

    1.41% of the 13F portfolio, value $23,574,186.

    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 353,659 shares
    Change vs previous 13F -17,243 shares

    1.34% of the 13F portfolio, value $22,093,088.

    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 370,902 shares
    Change vs previous 13F +2,698 shares

    1.42% of the 13F portfolio, value $22,224,456.

    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 368,204 shares
    Change vs previous 13F +17,469 shares

    1.39% of the 13F portfolio, value $20,991,283.

    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 350,735 shares
    Change vs previous 13F +13,785 shares

    1.41% of the 13F portfolio, value $17,827,870.

    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 336,950 shares
    Change vs previous 13F +24,075 shares

    1.27% of the 13F portfolio, value $16,112,963.

    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 312,875 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $16,523,194.

    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).