Skip to content
Disclosery

Wealthspire Retirement, LLC: VHT position timeline

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

Wealthspire Retirement, LLC held 6,147 VHT 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 6,147 shares
    Change vs previous 13F +106 shares

    0.1% of the 13F portfolio, value $1,838,022.

    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 6,041 shares
    Change vs previous 13F -69 shares

    0.1% of the 13F portfolio, value $1,645,249.

    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 6,110 shares
    Change vs previous 13F -662 shares

    0.11% of the 13F portfolio, value $1,758,826.

    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 6,772 shares
    Change vs previous 13F -5,388 shares

    0.11% of the 13F portfolio, value $1,758,082.

    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 12,160 shares
    Change vs previous 13F -134 shares

    0.2% of the 13F portfolio, value $3,019,711.

    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 12,294 shares
    Change vs previous 13F -88 shares

    0.26% of the 13F portfolio, value $3,254,476.

    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 12,382 shares
    Change vs previous 13F -93 shares

    0.25% of the 13F portfolio, value $3,141,183.

    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 12,475 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,520,603.

    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).