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Wealthspire Retirement, LLC: XMHQ position timeline

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

Wealthspire Retirement, LLC held 161,859 XMHQ 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 161,859 shares
    Change vs previous 13F +12,274 shares

    1% of the 13F portfolio, value $18,270,611.

    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 149,585 shares
    Change vs previous 13F +7,583 shares

    0.93% of the 13F portfolio, value $15,462,571.

    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 142,002 shares
    Change vs previous 13F +4,888 shares

    0.88% of the 13F portfolio, value $14,543,867.

    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 137,114 shares
    Change vs previous 13F +7,783 shares

    0.92% of the 13F portfolio, value $14,391,444.

    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 129,331 shares
    Change vs previous 13F +4,246 shares

    0.84% of the 13F portfolio, value $12,705,466.

    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 125,085 shares
    Change vs previous 13F +7,795 shares

    0.91% of the 13F portfolio, value $11,449,033.

    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 117,290 shares
    Change vs previous 13F -661 shares

    0.91% of the 13F portfolio, value $11,549,534.

    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 117,951 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $12,099,841.

    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).