Wealthspire Retirement, LLC historic quarter change: USA Preferred Shares, Sold out
In preferred shares (listed in the US), over 26 quarters from 2019-12-31 to 2026-06-30, Wealthspire Retirement, LLC opened 3 positions, added to 36, reduced 10 and sold out of 4.
- Q1 2026: Stock FPE; Country of operation —; Class PFD SECS INC ETF; Shares before 656,384.
- Q4 2025: Stock PSK; Country of operation —; Class ICE PFD SEC ETF; Shares before 36,681.
- Q2 2021: Stock PSK; Country of operation —; Class WELLS FG PFD ETF; Shares before 40,439.
- Q4 2020: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 22,730.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2040084), 26 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-18); Q3 2025 (2025-06-30 to 2025-09-30, filed 2026-02-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2025-02-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2025-02-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2025-02-13); Q4 2023 (2023-09-30 to 2023-12-31, filed 2025-02-13); Q3 2023 (2023-06-30 to 2023-09-30, filed 2025-02-13); Q2 2023 (2023-03-31 to 2023-06-30, filed 2025-02-13); Q1 2023 (2022-12-31 to 2023-03-31, filed 2025-02-13); Q4 2022 (2022-09-30 to 2022-12-31, filed 2025-02-13); Q3 2022 (2022-06-30 to 2022-09-30, filed 2025-02-13); Q2 2022 (2022-03-31 to 2022-06-30, filed 2025-02-13); Q1 2022 (2021-12-31 to 2022-03-31, filed 2025-02-13); Q4 2021 (2021-09-30 to 2021-12-31, filed 2025-02-13); Q3 2021 (2021-06-30 to 2021-09-30, filed 2025-02-13); Q2 2021 (2021-03-31 to 2021-06-30, filed 2025-02-13); Q1 2021 (2020-12-31 to 2021-03-31, filed 2025-02-13); Q4 2020 (2020-09-30 to 2020-12-31, filed 2025-02-13); Q3 2020 (2020-06-30 to 2020-09-30, filed 2025-02-13); Q2 2020 (2020-03-31 to 2020-06-30, filed 2025-02-13); Q1 2020 (2019-12-31 to 2020-03-31, filed 2025-02-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
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