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Disclosery

Spire Wealth Management: APUE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spire Wealth Management on APUE, newest first. How the timeline and the estimate are built.

Spire Wealth Management held 190,401 APUE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 190,401 shares
    Change vs previous 13F +22,633 shares

    0.27% of the 13F portfolio, value $8,796,526.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 167,768 shares
    Change vs previous 13F -13,139 shares

    0.23% of the 13F portfolio, value $6,724,141.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 180,907 shares
    Change vs previous 13F +13,625 shares

    0.25% of the 13F portfolio, value $7,538,395.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 167,282 shares
    Change vs previous 13F +29,606 shares

    0.23% of the 13F portfolio, value $6,821,760.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 137,676 shares
    Change vs previous 13F -43,883 shares

    0.19% of the 13F portfolio, value $5,177,168.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    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 181,559 shares
    Change vs previous 13F -6,656 shares

    0.2% of the 13F portfolio, value $6,169,375.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    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 188,215 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,730,568.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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