Wealthspire Retirement, LLC
PensionPosition in BME — BlackRock Health Sciences Trust
CIK 2040084
ALISO VIEJO, CA
Position in BME
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,209,090
+$210,922 QoQ
Shares Held
51,434
-0.9% QoQ
Ownership
0.398%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#16
of 80 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BME Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Wealthspire Retirement, LLC holds $15,759,358 across 9 Asset Management names. BME ranks #4 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CII |
BlackRock Enhanced Large Cap Core Fund, Inc.
|
204,940 | $5,359,181 | |
| 2 | BUI |
BlackRock Utilities, Infrastructure & Power Opportunities Trust
|
128,821 | $3,737,097 | |
| 3 | BST |
BlackRock Science & Technology Trust
|
67,442 | $3,419,983 | |
| 4 | BME |
BlackRock Health Sciences Trust
This page
|
51,434 | $2,209,090 | |
| 5 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
27,956 | $267,538 | |
| 6 | KKR |
KKR & Co. Inc.
|
2,613 | $239,821 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
7,079 | $213,573 | |
| 8 | DNP |
Dnp Select Income Fund Inc
|
16,558 | $178,660 |
All Filings in BME
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,209,090 | 51,434 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,998,168 | 51,887 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,902,344 | 46,252 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,644,635 | 44,175 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,622,834 | 44,510 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,191,622 | 56,719 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,070,522 | 54,588 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,500,914 | 59,645 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $2,444,218 | 59,834 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $2,468,912 | 59,578 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $2,198,272 | 54,332 | Shares | Sole | 2025-02-13 | |
| 2023-09-30 | $2,268,625 | 57,947 | Shares | Sole | 2025-02-13 | |
| 2023-06-30 | $2,455,306 | 60,416 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $2,606,245 | 62,261 | Shares | Sole | 2025-02-13 | |
| 2022-12-31 | $2,571,307 | 59,002 | Shares | Sole | 2025-02-13 | |
| 2022-09-30 | $1,766,581 | 45,507 | Shares | Sole | 2025-02-13 | |
| 2022-06-30 | $2,132,084 | 50,285 | Shares | Sole | 2025-02-13 | |
| 2022-03-31 | $2,311,323 | 50,776 | Shares | Sole | 2025-02-13 | |
| 2021-12-31 | $2,546,395 | 52,503 | Shares | Sole | 2025-02-13 | |
| 2021-09-30 | $2,445,588 | 51,324 | Shares | Sole | 2025-02-13 | |
| 2021-06-30 | $2,514,191 | 51,839 | Shares | Sole | 2025-02-13 | |
| 2021-03-31 | $2,238,268 | 48,395 | Shares | Sole | 2025-02-13 | |
| 2020-12-31 | $2,175,243 | 45,708 | Shares | Sole | 2025-02-13 | |
| 2020-09-30 | $1,600,392 | 37,340 | Shares | Sole | 2025-02-13 | |
| 2020-06-30 | $1,189,226 | 29,162 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||