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Spire Wealth Management: CRM position timeline

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

Spire Wealth Management held 3,683 CRM 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 3,683 shares
    Change vs previous 13F -757 shares

    0.02% of the 13F portfolio, value $577,023.

    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 4,440 shares
    Change vs previous 13F -418 shares

    0.03% of the 13F portfolio, value $828,855.

    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 4,858 shares
    Change vs previous 13F +832 shares

    0.04% of the 13F portfolio, value $1,286,870.

    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 4,026 shares
    Change vs previous 13F -8,120 shares

    0.03% of the 13F portfolio, value $954,136.

    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 12,146 shares
    Change vs previous 13F -1,501 shares

    0.12% of the 13F portfolio, value $3,312,212.

    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 13,647 shares
    Change vs previous 13F -686 shares

    0.12% of the 13F portfolio, value $3,662,177.

    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 14,333 shares
    Change vs previous 13F -4,280 shares

    0.15% of the 13F portfolio, value $4,791,941.

    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 18,613 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,094,509.

    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).