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Disclosery

Spire Wealth Management: CLVT position timeline

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

Spire Wealth Management held 0 CLVT shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,920 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,920 shares
    Change vs previous 13F -720 shares

    <0.01% of the 13F portfolio, value $6,413.

    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).

  3. period ended2025-09-30
    13F 2,640 shares
    Change vs previous 13F +1,925 shares

    <0.01% of the 13F portfolio, value $10,111.

    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).

  4. period ended2025-06-30
    13F 715 shares
    Change vs previous 13F -2,815 shares

    <0.01% of the 13F portfolio, value $3,075.

    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).

  5. period ended2025-03-31
    13F 3,530 shares
    Change vs previous 13F -3,677 shares

    <0.01% of the 13F portfolio, value $13,873.

    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).

  6. period ended2024-12-31
    13F 7,207 shares
    Change vs previous 13F +1,800 shares

    <0.01% of the 13F portfolio, value $36,612.

    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).

  7. period ended2024-09-30
    13F 5,407 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $38,390.

    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).