Skip to content
Disclosery

Spire Wealth Management: COST position timeline

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

Spire Wealth Management held 29,995 COST 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 29,995 shares
    Change vs previous 13F +197 shares

    0.85% of the 13F portfolio, value $28,056,496.

    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 29,798 shares
    Change vs previous 13F +1,398 shares

    1.01% of the 13F portfolio, value $29,691,708.

    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 28,400 shares
    Change vs previous 13F +477 shares

    0.82% of the 13F portfolio, value $24,490,082.

    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 27,923 shares
    Change vs previous 13F +1,602 shares

    0.88% of the 13F portfolio, value $25,845,987.

    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 26,321 shares
    Change vs previous 13F -8,560 shares

    0.93% of the 13F portfolio, value $25,870,982.

    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 34,881 shares
    Change vs previous 13F +464 shares

    1.06% of the 13F portfolio, value $32,989,777.

    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 34,417 shares
    Change vs previous 13F +668 shares

    0.98% of the 13F portfolio, value $31,535,488.

    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 33,749 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $29,918,878.

    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).