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Disclosery

Spire Wealth Management: C position timeline

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

Spire Wealth Management held 16,007 C 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 16,007 shares
    Change vs previous 13F -2,645 shares

    0.07% of the 13F portfolio, value $2,240,362.

    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 18,652 shares
    Change vs previous 13F +416 shares

    0.07% of the 13F portfolio, value $2,115,279.

    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 18,236 shares
    Change vs previous 13F -545 shares

    0.07% of the 13F portfolio, value $2,127,978.

    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 18,781 shares
    Change vs previous 13F +930 shares

    0.06% of the 13F portfolio, value $1,906,271.

    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 17,851 shares
    Change vs previous 13F +9,824 shares

    0.05% of the 13F portfolio, value $1,519,438.

    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 8,027 shares
    Change vs previous 13F -2,953 shares

    0.02% of the 13F portfolio, value $569,872.

    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 10,980 shares
    Change vs previous 13F +7 shares

    0.02% of the 13F portfolio, value $772,858.

    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 10,973 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $686,913.

    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).