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Disclosery

Spire Wealth Management: BFEB position timeline

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

Spire Wealth Management held 28,958 BFEB 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 28,958 shares
    Change vs previous 13F +508 shares

    0.05% of the 13F portfolio, value $1,524,375.

    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 28,450 shares
    Change vs previous 13F +13,796 shares

    0.05% of the 13F portfolio, value $1,357,084.

    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 14,654 shares
    Change vs previous 13F -2 shares

    0.02% of the 13F portfolio, value $713,230.

    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 14,656 shares
    Change vs previous 13F -119 shares

    0.02% of the 13F portfolio, value $692,492.

    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 14,775 shares
    Change vs previous 13F -1,450 shares

    0.02% of the 13F portfolio, value $659,699.

    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 16,225 shares
    Change vs previous 13F +14,160 shares

    0.02% of the 13F portfolio, value $673,823.

    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 2,065 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $88,941.

    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 2,065 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $86,647.

    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).