Wealthspire Retirement, LLC SEC EDGAR Filings (CIK 0002040084)

SEC EDGAR filings, ownership reports, and insider transactions for Wealthspire Retirement, LLC.

Business address
120 Vantis, Suite 400, Aliso Viejo, CA, 92656
Top securities (13F)
IVV, SHV, AGG, IDEV, VONG, ONEQ, IGIB, SPYM, VO, QQQ, VTV, FBND, TFLO, IJH, SPSB, VEA, FNDX, ITOT, IEMG, and IJR
State of incorporation
CA
Fiscal year end
31 December
Former names
NFP Retirement, Inc. (to 14 Nov 2025)
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Wealthspire Retirement, LLC has filed 28 SEC EDGAR filings since 13 Feb 2025

Latest Filings

Recent SEC filings for Wealthspire Retirement, LLC including 13F-HR, 13F-HR/A, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Feb 2026 31 Dec 2025 028-25054
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 06 Feb 2026 30 Sep 2025 028-25054
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2025 30 Sep 2025 028-25054
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2025 30 Jun 2025 028-25054
N-PX Open N-PX document View SEC filing for N-PX 23 Jul 2025 30 Jun 2025 028-25054
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2025 31 Mar 2025 028-25054
N-PX Open N-PX document View SEC filing for N-PX 14 Feb 2025 30 Jun 2024 028-25054
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2025 31 Dec 2024 028-25054
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2025 30 Sep 2024 028-25054
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2025 30 Jun 2024 028-25054
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2025 31 Mar 2024 028-25054
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2025 31 Dec 2023 028-25054
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2025 30 Sep 2023 028-25054
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2025 30 Jun 2023 028-25054
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2025 31 Mar 2023 028-25054
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2025 31 Dec 2022 028-25054
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2025 30 Sep 2022 028-25054
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2025 30 Jun 2022 028-25054
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2025 31 Mar 2022 028-25054
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2025 31 Dec 2021 028-25054
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2025 30 Sep 2021 028-25054
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2025 30 Jun 2021 028-25054
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2025 31 Mar 2021 028-25054
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2025 31 Dec 2020 028-25054
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2025 30 Sep 2020 028-25054
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2025 30 Jun 2020 028-25054
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2025 31 Mar 2020 028-25054
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2025 31 Dec 2019 028-25054

About this filer

Wealthspire Retirement, LLC files with the SEC under CIK 0002040084. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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