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Spire Wealth Management: DFGR position timeline

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

Spire Wealth Management held 174,100 DFGR 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 174,100 shares
    Change vs previous 13F +2,775 shares

    0.15% of the 13F portfolio, value $5,043,677.

    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 171,325 shares
    Change vs previous 13F +19,544 shares

    0.16% of the 13F portfolio, value $4,553,819.

    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 151,781 shares
    Change vs previous 13F +21,950 shares

    0.13% of the 13F portfolio, value $4,010,054.

    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 129,831 shares
    Change vs previous 13F +608 shares

    0.12% of the 13F portfolio, value $3,545,685.

    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 129,223 shares
    Change vs previous 13F +561 shares

    0.12% of the 13F portfolio, value $3,467,053.

    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 128,662 shares
    Change vs previous 13F +16,672 shares

    0.11% of the 13F portfolio, value $3,378,664.

    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 111,990 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,860,225.

    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).