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Disclosery

Spire Wealth Management: DFAI position timeline

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

Spire Wealth Management held 67,734 DFAI 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 67,734 shares
    Change vs previous 13F +3,207 shares

    0.08% of the 13F portfolio, value $2,794,026.

    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 64,527 shares
    Change vs previous 13F -1,872 shares

    0.09% of the 13F portfolio, value $2,513,979.

    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 66,399 shares
    Change vs previous 13F +901 shares

    0.08% of the 13F portfolio, value $2,530,449.

    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 65,498 shares
    Change vs previous 13F +34,452 shares

    0.08% of the 13F portfolio, value $2,380,845.

    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 31,046 shares
    Change vs previous 13F +5,319 shares

    0.04% of the 13F portfolio, value $1,073,263.

    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 25,727 shares
    Change vs previous 13F +80 shares

    0.03% of the 13F portfolio, value $803,441.

    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 25,647 shares
    Change vs previous 13F -6,566 shares

    0.02% of the 13F portfolio, value $748,878.

    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 32,213 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,023,742.

    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).