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Spire Wealth Management: CSGP position timeline

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

Spire Wealth Management held 23,713 CSGP 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 23,713 shares
    Change vs previous 13F +23,210 shares

    0.02% of the 13F portfolio, value $671,846.

    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 503 shares
    Change vs previous 13F -7,284 shares

    <0.01% of the 13F portfolio, value $20,291.

    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 7,787 shares
    Change vs previous 13F -315 shares

    0.02% of the 13F portfolio, value $523,598.

    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 8,102 shares
    Change vs previous 13F +7,556 shares

    0.02% of the 13F portfolio, value $683,566.

    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 546 shares
    Change vs previous 13F -137 shares

    <0.01% of the 13F portfolio, value $43,898.

    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 683 shares
    Change vs previous 13F -431 shares

    <0.01% of the 13F portfolio, value $54,114.

    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 1,114 shares
    Change vs previous 13F +36 shares

    <0.01% of the 13F portfolio, value $79,751.

    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 1,078 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $81,324.

    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).