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Aquire Wealth Advisors, LLC: SPIB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aquire Wealth Advisors, LLC on SPIB, newest first. How the timeline and the estimate are built.

Aquire Wealth Advisors, LLC held 165,882 SPIB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 165,882 shares
    Change vs previous 13F -20,298 shares

    1.27% of the 13F portfolio, value $5,550,444.

    13F-HR 0001172661-26-003106 filed by Aquire Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 186,180 shares
    Change vs previous 13F -2,693 shares

    1.64% of the 13F portfolio, value $6,244,484.

    13F-HR 0001172661-26-001464 filed by Aquire Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 188,873 shares
    Change vs previous 13F -16,481 shares

    1.66% of the 13F portfolio, value $6,385,787.

    13F-HR 0001172661-26-000032 filed by Aquire Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 205,354 shares
    Change vs previous 13F +2,646 shares

    1.71% of the 13F portfolio, value $6,959,473.

    13F-HR 0001172661-25-004321 filed by Aquire Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 202,708 shares
    Change vs previous 13F +26,857 shares

    1.83% of the 13F portfolio, value $6,806,935.

    13F-HR 0001172661-25-002675 filed by Aquire Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 175,851 shares
    Change vs previous 13F -2,277 shares

    1.8% of the 13F portfolio, value $5,845,297.

    13F-HR 0001172661-25-001630 filed by Aquire Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 178,128 shares
    Change vs previous 13F +9,917 shares

    1.81% of the 13F portfolio, value $5,835,500.

    13F-HR 0001172661-25-000757 filed by Aquire Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 168,211 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $5,670,423.

    13F-HR 0001172661-24-004452 filed by Aquire Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).