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Disclosery

Spire Wealth Management: CEF position timeline

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

Spire Wealth Management held 59,199 CEF 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 59,199 shares
    Change vs previous 13F +114 shares

    0.07% of the 13F portfolio, value $2,381,576.

    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 59,085 shares
    Change vs previous 13F -2,842 shares

    0.1% of the 13F portfolio, value $2,819,537.

    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 61,927 shares
    Change vs previous 13F -27,718 shares

    0.09% of the 13F portfolio, value $2,836,255.

    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 89,645 shares
    Change vs previous 13F +706 shares

    0.11% of the 13F portfolio, value $3,289,074.

    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 88,939 shares
    Change vs previous 13F -17,859 shares

    0.1% of the 13F portfolio, value $2,677,063.

    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 106,798 shares
    Change vs previous 13F -571 shares

    0.1% of the 13F portfolio, value $3,034,130.

    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 107,369 shares
    Change vs previous 13F +520 shares

    0.08% of the 13F portfolio, value $2,551,087.

    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 106,849 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,616,732.

    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).