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Wealthspire Retirement, LLC: VO position timeline

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

Wealthspire Retirement, LLC held 458,206 VO 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 458,206 shares
    Change vs previous 13F +341,897 shares

    2.02% of the 13F portfolio, value $36,917,696.

    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 116,309 shares
    Change vs previous 13F +7,772 shares

    2% of the 13F portfolio, value $33,401,571.

    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 108,537 shares
    Change vs previous 13F +319 shares

    1.92% of the 13F portfolio, value $31,499,726.

    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 108,218 shares
    Change vs previous 13F +1,892 shares

    2.03% of the 13F portfolio, value $31,788,089.

    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 106,326 shares
    Change vs previous 13F +37,238 shares

    1.97% of the 13F portfolio, value $29,753,155.

    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 69,088 shares
    Change vs previous 13F -1,196 shares

    1.42% of the 13F portfolio, value $17,867,571.

    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 70,284 shares
    Change vs previous 13F +2,451 shares

    1.47% of the 13F portfolio, value $18,564,031.

    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 67,833 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $17,900,689.

    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).