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Disclosery

Spire Wealth Management: DFIV position timeline

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

Spire Wealth Management held 102,520 DFIV 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 102,520 shares
    Change vs previous 13F +2,001 shares

    0.17% of the 13F portfolio, value $5,538,114.

    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 100,519 shares
    Change vs previous 13F -22 shares

    0.18% of the 13F portfolio, value $5,305,375.

    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 100,541 shares
    Change vs previous 13F +5,934 shares

    0.17% of the 13F portfolio, value $5,016,997.

    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 94,607 shares
    Change vs previous 13F -2,221 shares

    0.15% of the 13F portfolio, value $4,363,288.

    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 96,828 shares
    Change vs previous 13F +51 shares

    0.15% of the 13F portfolio, value $4,147,154.

    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 96,777 shares
    Change vs previous 13F -5,484 shares

    0.12% of the 13F portfolio, value $3,809,143.

    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 102,261 shares
    Change vs previous 13F +2,875 shares

    0.11% of the 13F portfolio, value $3,628,203.

    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 99,386 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,784,634.

    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).