Wealthspire Retirement, LLC
PensionPosition in INCE — Franklin Income Equity Focus ETF
CIK 2040084
ALISO VIEJO, CA
All Filings in INCE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 INCE | $848,880 | 13,130 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 INCE | $770,506 | 12,611 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 INCE | $721,993 | 12,180 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 INCE | $683,203 | 11,888 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 INCE | $504,105 | 8,970 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 INCE | $355,081 | 6,410 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 INCE | $368,981 | 6,340 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 INCE | $329,369 | 6,117 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 INCE | $334,355 | 6,117 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 INCE | $308,366 | 5,968 | Shares | Sole | 2025-02-13 | |
| 2023-09-30 INCE | $280,939 | 5,922 | Shares | Sole | 2025-02-13 | |
| 2023-06-30 INCE | $286,551 | 5,853 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 INCE | $269,035 | 5,708 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||