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Wealthspire Retirement, LLC: VWO position timeline

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

Wealthspire Retirement, LLC held 266,053 VWO 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 266,053 shares
    Change vs previous 13F +184 shares

    0.87% of the 13F portfolio, value $15,880,732.

    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 265,869 shares
    Change vs previous 13F +22,390 shares

    0.86% of the 13F portfolio, value $14,370,224.

    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 243,479 shares
    Change vs previous 13F +7,955 shares

    0.8% of the 13F portfolio, value $13,089,421.

    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 235,524 shares
    Change vs previous 13F +5,479 shares

    0.81% of the 13F portfolio, value $12,760,665.

    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 230,045 shares
    Change vs previous 13F +75,457 shares

    0.75% of the 13F portfolio, value $11,378,010.

    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 154,588 shares
    Change vs previous 13F +2,582 shares

    0.55% of the 13F portfolio, value $6,996,666.

    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 152,006 shares
    Change vs previous 13F +6,903 shares

    0.53% of the 13F portfolio, value $6,694,363.

    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 145,103 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $6,943,155.

    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).