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Wealthspire Retirement, LLC: VTEB position timeline

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

Wealthspire Retirement, LLC held 39,806 VTEB 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 39,806 shares
    Change vs previous 13F +5,716 shares

    0.11% of the 13F portfolio, value $2,013,392.

    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 34,090 shares
    Change vs previous 13F +9,728 shares

    0.1% of the 13F portfolio, value $1,700,757.

    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 24,362 shares
    Change vs previous 13F +1,612 shares

    0.07% of the 13F portfolio, value $1,225,189.

    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 22,750 shares
    Change vs previous 13F +2,664 shares

    0.07% of the 13F portfolio, value $1,139,081.

    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 20,086 shares
    Change vs previous 13F -13,260 shares

    0.07% of the 13F portfolio, value $984,813.

    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 33,346 shares
    Change vs previous 13F -17,329 shares

    0.13% of the 13F portfolio, value $1,654,615.

    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 50,675 shares
    Change vs previous 13F +316 shares

    0.2% of the 13F portfolio, value $2,540,338.

    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 50,359 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,574,197.

    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).