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Disclosery

Spire Wealth Management: DFAT position timeline

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

Spire Wealth Management held 181,348 DFAT 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 181,348 shares
    Change vs previous 13F +3,039 shares

    0.38% of the 13F portfolio, value $12,676,249.

    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 178,309 shares
    Change vs previous 13F +2,218 shares

    0.38% of the 13F portfolio, value $11,135,421.

    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 176,091 shares
    Change vs previous 13F +5,273 shares

    0.35% of the 13F portfolio, value $10,484,457.

    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 170,818 shares
    Change vs previous 13F -1,288 shares

    0.34% of the 13F portfolio, value $9,943,289.

    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 172,106 shares
    Change vs previous 13F -1,348 shares

    0.33% of the 13F portfolio, value $9,286,860.

    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 173,454 shares
    Change vs previous 13F +4,290 shares

    0.29% of the 13F portfolio, value $8,931,146.

    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 169,164 shares
    Change vs previous 13F +1,771 shares

    0.29% of the 13F portfolio, value $9,415,665.

    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 167,393 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $9,312,067.

    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).