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Disclosery

Spire Wealth Management: DFEB position timeline

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

Spire Wealth Management held 3,454 DFEB 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 3,454 shares
    Change vs previous 13F -368 shares

    0.01% of the 13F portfolio, value $174,401.

    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 3,822 shares
    Change vs previous 13F -20,925 shares

    0.01% of the 13F portfolio, value $181,048.

    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 ended2024-09-30
    13F 24,747 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,032,940.

    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).