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Wealthspire Retirement, LLC: XBMEX position timeline

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

Wealthspire Retirement, LLC held 51,434 XBMEX 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 51,434 shares
    Change vs previous 13F -453 shares

    0.12% of the 13F portfolio, value $2,209,078.

    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 51,887 shares
    Change vs previous 13F +5,635 shares

    0.12% of the 13F portfolio, value $1,998,179.

    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 46,252 shares
    Change vs previous 13F +2,077 shares

    0.12% of the 13F portfolio, value $1,902,364.

    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 44,175 shares
    Change vs previous 13F -335 shares

    0.1% of the 13F portfolio, value $1,644,644.

    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 44,510 shares
    Change vs previous 13F -12,209 shares

    0.11% of the 13F portfolio, value $1,622,846.

    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 56,719 shares
    Change vs previous 13F +2,131 shares

    0.17% of the 13F portfolio, value $2,191,637.

    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 54,588 shares
    Change vs previous 13F -5,057 shares

    0.16% of the 13F portfolio, value $2,070,508.

    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 59,645 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,500,788.

    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).