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Disclosery

Spire Wealth Management: BSV position timeline

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

Spire Wealth Management held 33,012 BSV 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 33,012 shares
    Change vs previous 13F +6,507 shares

    0.08% of the 13F portfolio, value $2,571,993.

    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 26,505 shares
    Change vs previous 13F +535 shares

    0.07% of the 13F portfolio, value $2,078,245.

    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 25,970 shares
    Change vs previous 13F +2,631 shares

    0.07% of the 13F portfolio, value $2,046,692.

    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 23,339 shares
    Change vs previous 13F -34,692 shares

    0.06% of the 13F portfolio, value $1,841,718.

    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 58,031 shares
    Change vs previous 13F -6,079 shares

    0.16% of the 13F portfolio, value $4,567,001.

    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 64,110 shares
    Change vs previous 13F +10,348 shares

    0.16% of the 13F portfolio, value $5,018,546.

    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 53,762 shares
    Change vs previous 13F -134 shares

    0.13% of the 13F portfolio, value $4,154,152.

    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 53,896 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,241,096.

    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).