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Disclosery

Spire Wealth Management: BTI position timeline

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

Spire Wealth Management held 4,900 BTI 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 4,900 shares
    Change vs previous 13F -180 shares

    0.01% of the 13F portfolio, value $302,645.

    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 5,080 shares
    Change vs previous 13F -30 shares

    0.01% of the 13F portfolio, value $297,014.

    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 5,110 shares
    Change vs previous 13F -33 shares

    0.01% of the 13F portfolio, value $289,320.

    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 5,143 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $272,980.

    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 5,139 shares
    Change vs previous 13F -32 shares

    0.01% of the 13F portfolio, value $243,225.

    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 5,171 shares
    Change vs previous 13F -9 shares

    0.01% of the 13F portfolio, value $213,928.

    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 5,180 shares
    Change vs previous 13F +164 shares

    0.01% of the 13F portfolio, value $188,151.

    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 5,016 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $183,482.

    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).