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Disclosery

Spire Wealth Management: DFLV position timeline

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

Spire Wealth Management held 28,530 DFLV 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 28,530 shares
    Change vs previous 13F -2,524 shares

    0.03% of the 13F portfolio, value $1,128,086.

    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 31,054 shares
    Change vs previous 13F +5,911 shares

    0.04% of the 13F portfolio, value $1,108,947.

    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 25,143 shares
    Change vs previous 13F +4,682 shares

    0.03% of the 13F portfolio, value $860,150.

    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 20,461 shares
    Change vs previous 13F +3,151 shares

    0.02% of the 13F portfolio, value $673,159.

    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 17,310 shares
    Change vs previous 13F -4,419 shares

    0.02% of the 13F portfolio, value $536,956.

    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 21,729 shares
    Change vs previous 13F +3,103 shares

    0.02% of the 13F portfolio, value $664,256.

    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 18,626 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $559,339.

    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).