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Disclosery

Spire Wealth Management: CAT position timeline

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

Spire Wealth Management held 21,827 CAT 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 21,827 shares
    Change vs previous 13F +126 shares

    0.7% of the 13F portfolio, value $23,228,649.

    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 21,701 shares
    Change vs previous 13F -24 shares

    0.52% of the 13F portfolio, value $15,374,295.

    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 21,725 shares
    Change vs previous 13F +8,837 shares

    0.42% of the 13F portfolio, value $12,445,391.

    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 12,888 shares
    Change vs previous 13F +2,158 shares

    0.21% of the 13F portfolio, value $6,149,656.

    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 10,730 shares
    Change vs previous 13F -4,186 shares

    0.15% of the 13F portfolio, value $4,165,447.

    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 14,916 shares
    Change vs previous 13F +1,999 shares

    0.16% of the 13F portfolio, value $4,919,199.

    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 12,917 shares
    Change vs previous 13F -3,261 shares

    0.15% of the 13F portfolio, value $4,685,865.

    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 16,178 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,327,621.

    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).