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Spire Wealth Management: BX position timeline

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

Spire Wealth Management held 23,291 BX 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 23,291 shares
    Change vs previous 13F -2,060 shares

    0.08% of the 13F portfolio, value $2,740,701.

    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 25,351 shares
    Change vs previous 13F -1,384 shares

    0.1% of the 13F portfolio, value $2,915,085.

    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 26,735 shares
    Change vs previous 13F -2,043 shares

    0.14% of the 13F portfolio, value $4,120,942.

    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 28,778 shares
    Change vs previous 13F +352 shares

    0.17% of the 13F portfolio, value $4,916,725.

    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 28,426 shares
    Change vs previous 13F -3,708 shares

    0.15% of the 13F portfolio, value $4,251,997.

    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 32,134 shares
    Change vs previous 13F +1,220 shares

    0.14% of the 13F portfolio, value $4,491,757.

    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 30,914 shares
    Change vs previous 13F -87 shares

    0.17% of the 13F portfolio, value $5,330,129.

    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 31,001 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,747,235.

    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).