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Disclosery

Spire Wealth Management: BIV position timeline

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

Spire Wealth Management held 49,666 BIV 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 49,666 shares
    Change vs previous 13F -208 shares

    0.12% of the 13F portfolio, value $3,809,372.

    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 49,874 shares
    Change vs previous 13F -16,694 shares

    0.13% of the 13F portfolio, value $3,849,262.

    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 66,568 shares
    Change vs previous 13F +2,101 shares

    0.17% of the 13F portfolio, value $5,184,332.

    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 64,467 shares
    Change vs previous 13F +1,448 shares

    0.17% of the 13F portfolio, value $5,034,249.

    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 63,019 shares
    Change vs previous 13F -2,161 shares

    0.18% of the 13F portfolio, value $4,873,895.

    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 65,180 shares
    Change vs previous 13F +15,159 shares

    0.16% of the 13F portfolio, value $4,990,822.

    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 50,021 shares
    Change vs previous 13F +2,733 shares

    0.12% of the 13F portfolio, value $3,738,056.

    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 47,288 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,705,998.

    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).