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Disclosery

Spire Wealth Management: BRO position timeline

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

Spire Wealth Management held 106 BRO 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 106 shares
    Change vs previous 13F +88 shares

    <0.01% of the 13F portfolio, value $6,819.

    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 18 shares
    Change vs previous 13F -59 shares

    <0.01% of the 13F portfolio, value $1,174.

    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 77 shares
    Change vs previous 13F -18 shares

    <0.01% of the 13F portfolio, value $6,158.

    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 95 shares
    Change vs previous 13F -5 shares

    <0.01% of the 13F portfolio, value $8,910.

    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 100 shares
    Change vs previous 13F -1,041 shares

    <0.01% of the 13F portfolio, value $11,087.

    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 1,141 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $141,879.

    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 1,143 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $116,628.

    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 1,143 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $118,402.

    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).