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Disclosery

Spire Wealth Management: CLS position timeline

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

Spire Wealth Management held 9,104 CLS 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 9,104 shares
    Change vs previous 13F +2,159 shares

    0.1% of the 13F portfolio, value $3,321,139.

    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 6,945 shares
    Change vs previous 13F +966 shares

    0.07% of the 13F portfolio, value $1,956,268.

    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 5,979 shares
    Change vs previous 13F +4,663 shares

    0.06% of the 13F portfolio, value $1,767,431.

    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 1,316 shares
    Change vs previous 13F +87 shares

    0.01% of the 13F portfolio, value $324,189.

    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 1,229 shares
    Change vs previous 13F -1,422 shares

    0.01% of the 13F portfolio, value $191,830.

    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 2,651 shares
    Change vs previous 13F +600 shares

    0.01% of the 13F portfolio, value $208,916.

    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 2,051 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $189,297.

    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).