Skip to content
Disclosery

Wealthspire Retirement, LLC: VFH position timeline

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

Wealthspire Retirement, LLC held 6,760 VFH 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 6,760 shares
    Change vs previous 13F +35 shares

    0.05% of the 13F portfolio, value $889,673.

    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 6,725 shares
    Change vs previous 13F +25 shares

    0.05% of the 13F portfolio, value $812,417.

    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 6,700 shares
    Change vs previous 13F +28 shares

    0.05% of the 13F portfolio, value $894,333.

    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 6,672 shares
    Change vs previous 13F -2 shares

    0.06% of the 13F portfolio, value $875,694.

    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 6,674 shares
    Change vs previous 13F +116 shares

    0.06% of the 13F portfolio, value $849,645.

    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 6,558 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $783,451.

    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 6,557 shares
    Change vs previous 13F -432 shares

    0.06% of the 13F portfolio, value $774,160.

    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 6,989 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $768,247.

    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).