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Disclosery

Spire Wealth Management: DFEV position timeline

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

Spire Wealth Management held 50,534 DFEV 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 50,534 shares
    Change vs previous 13F +553 shares

    0.07% of the 13F portfolio, value $2,156,270.

    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 49,981 shares
    Change vs previous 13F +1,258 shares

    0.06% of the 13F portfolio, value $1,788,323.

    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 48,723 shares
    Change vs previous 13F +1,519 shares

    0.06% of the 13F portfolio, value $1,643,916.

    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 47,204 shares
    Change vs previous 13F +442 shares

    0.05% of the 13F portfolio, value $1,505,332.

    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 46,762 shares
    Change vs previous 13F -1,111 shares

    0.05% of the 13F portfolio, value $1,402,383.

    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 47,873 shares
    Change vs previous 13F +4,156 shares

    0.04% of the 13F portfolio, value $1,294,962.

    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 43,717 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,145,823.

    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).