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Disclosery

Spire Wealth Management: CGMS position timeline

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

Spire Wealth Management held 62,481 CGMS 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 62,481 shares
    Change vs previous 13F +2,889 shares

    0.05% of the 13F portfolio, value $1,707,597.

    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 59,592 shares
    Change vs previous 13F +44,140 shares

    0.06% of the 13F portfolio, value $1,622,684.

    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 15,452 shares
    Change vs previous 13F +838 shares

    0.01% of the 13F portfolio, value $426,779.

    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 14,614 shares
    Change vs previous 13F +744 shares

    0.01% of the 13F portfolio, value $405,528.

    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 13,870 shares
    Change vs previous 13F +37 shares

    0.01% of the 13F portfolio, value $383,077.

    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 13,833 shares
    Change vs previous 13F +21 shares

    0.01% of the 13F portfolio, value $377,643.

    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 13,812 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $376,792.

    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).