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Disclosery

Spire Wealth Management: DFIS position timeline

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

Spire Wealth Management held 115,366 DFIS 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 115,366 shares
    Change vs previous 13F +1,297 shares

    0.12% of the 13F portfolio, value $4,041,271.

    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 114,069 shares
    Change vs previous 13F +2,209 shares

    0.13% of the 13F portfolio, value $3,840,703.

    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 111,860 shares
    Change vs previous 13F +2,220 shares

    0.12% of the 13F portfolio, value $3,684,668.

    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 109,640 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $3,467,913.

    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 109,640 shares
    Change vs previous 13F -1,172 shares

    0.12% of the 13F portfolio, value $3,271,658.

    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 110,812 shares
    Change vs previous 13F +8,496 shares

    0.09% of the 13F portfolio, value $2,863,382.

    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 102,316 shares
    Change vs previous 13F +1,068 shares

    0.08% of the 13F portfolio, value $2,512,885.

    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 101,248 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,716,484.

    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).