Skip to content
Disclosery

Wealthspire Retirement, LLC: VTV position timeline

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

Wealthspire Retirement, LLC held 155,176 VTV 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 155,176 shares
    Change vs previous 13F -11,400 shares

    1.85% of the 13F portfolio, value $33,817,578.

    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 166,576 shares
    Change vs previous 13F +9,995 shares

    1.96% of the 13F portfolio, value $32,682,174.

    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 156,581 shares
    Change vs previous 13F -1,204 shares

    1.82% of the 13F portfolio, value $29,905,403.

    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 157,785 shares
    Change vs previous 13F +1,950 shares

    1.88% of the 13F portfolio, value $29,425,321.

    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 155,835 shares
    Change vs previous 13F +83,250 shares

    1.82% of the 13F portfolio, value $27,542,199.

    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 72,585 shares
    Change vs previous 13F -1,645 shares

    0.99% of the 13F portfolio, value $12,538,343.

    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 74,230 shares
    Change vs previous 13F -665 shares

    0.99% of the 13F portfolio, value $12,567,167.

    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 74,895 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $13,074,599.

    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).