Wealthspire Retirement, LLC
PensionPosition in BST — BlackRock Science & Technology Trust
CIK 2040084
ALISO VIEJO, CA
Position in BST
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,419,983
+$1,056,143 QoQ
Shares Held
67,442
+3.7% QoQ
Ownership
0.194%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#21
of 134 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BST 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. BST ranks #3 (21.7% 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
This page
|
67,442 | $3,419,983 | |
| 4 | BME |
BlackRock Health Sciences Trust
|
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 BST
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,419,983 | 67,442 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,363,840 | 65,030 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,467,831 | 60,874 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,300,319 | 55,617 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $2,233,975 | 58,527 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,968,414 | 59,667 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,118,798 | 57,954 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,064,415 | 58,251 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $2,238,774 | 59,447 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $2,037,577 | 55,189 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $1,838,340 | 54,615 | Shares | Sole | 2025-02-13 | |
| 2023-09-30 | $1,417,973 | 45,144 | Shares | Sole | 2025-02-13 | |
| 2023-06-30 | $1,477,751 | 42,908 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $1,350,356 | 41,755 | Shares | Sole | 2025-02-13 | |
| 2022-12-31 | $875,583 | 30,863 | Shares | Sole | 2025-02-13 | |
| 2022-09-30 | $570,089 | 19,404 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||