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Disclosery

Spire Wealth Management: AWK position timeline

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

Spire Wealth Management held 196 AWK 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 196 shares
    Change vs previous 13F -100 shares

    <0.01% of the 13F portfolio, value $25,848.

    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 296 shares
    Change vs previous 13F -5 shares

    <0.01% of the 13F portfolio, value $40,342.

    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 301 shares
    Change vs previous 13F -55 shares

    <0.01% of the 13F portfolio, value $39,337.

    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 356 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $49,611.

    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 353 shares
    Change vs previous 13F -12,588 shares

    <0.01% of the 13F portfolio, value $49,165.

    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 12,941 shares
    Change vs previous 13F -200 shares

    0.06% of the 13F portfolio, value $1,909,015.

    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 13,141 shares
    Change vs previous 13F -617 shares

    0.05% of the 13F portfolio, value $1,635,941.

    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).

  8. period ended2024-09-30
    13F 13,758 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,011,927.

    13F-HR 0001858740-24-000005 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).