Skip to content
Disclosery

Wealthspire Retirement, LLC: VEU position timeline

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

Wealthspire Retirement, LLC held 120,498 VEU 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 120,498 shares
    Change vs previous 13F +32,469 shares

    0.55% of the 13F portfolio, value $10,091,686.

    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 88,029 shares
    Change vs previous 13F +6,408 shares

    0.4% of the 13F portfolio, value $6,611,003.

    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 81,621 shares
    Change vs previous 13F +2,201 shares

    0.37% of the 13F portfolio, value $6,004,045.

    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 79,420 shares
    Change vs previous 13F -527 shares

    0.36% of the 13F portfolio, value $5,668,215.

    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 79,947 shares
    Change vs previous 13F +3,132 shares

    0.36% of the 13F portfolio, value $5,374,051.

    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 76,815 shares
    Change vs previous 13F -11,150 shares

    0.37% of the 13F portfolio, value $4,659,590.

    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 87,965 shares
    Change vs previous 13F -415 shares

    0.4% of the 13F portfolio, value $5,050,063.

    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 88,380 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $5,567,951.

    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).