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Disclosery

Spire Wealth Management: CQP position timeline

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

Spire Wealth Management held 5,245 CQP 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 5,245 shares
    Change vs previous 13F +350 shares

    0.01% of the 13F portfolio, value $319,683.

    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 4,895 shares
    Change vs previous 13F -718 shares

    0.01% of the 13F portfolio, value $316,364.

    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 5,613 shares
    Change vs previous 13F -350 shares

    0.01% of the 13F portfolio, value $300,205.

    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 5,963 shares
    Change vs previous 13F -15 shares

    0.01% of the 13F portfolio, value $320,951.

    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 5,978 shares
    Change vs previous 13F -384 shares

    0.01% of the 13F portfolio, value $335,090.

    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 6,362 shares
    Change vs previous 13F +474 shares

    0.01% of the 13F portfolio, value $420,174.

    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 5,888 shares
    Change vs previous 13F +790 shares

    0.01% of the 13F portfolio, value $312,793.

    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 5,098 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $248,395.

    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).