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Disclosery

Spire Wealth Management: DFSV position timeline

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

Spire Wealth Management held 19,106 DFSV 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 19,106 shares
    Change vs previous 13F -550 shares

    0.02% of the 13F portfolio, value $741,107.

    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 19,656 shares
    Change vs previous 13F +2,479 shares

    0.02% of the 13F portfolio, value $688,732.

    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 17,177 shares
    Change vs previous 13F +3,238 shares

    0.02% of the 13F portfolio, value $564,939.

    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 13,939 shares
    Change vs previous 13F +1,499 shares

    0.02% of the 13F portfolio, value $443,812.

    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 12,440 shares
    Change vs previous 13F -2,902 shares

    0.01% of the 13F portfolio, value $366,109.

    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 15,342 shares
    Change vs previous 13F +3,435 shares

    0.01% of the 13F portfolio, value $431,877.

    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 11,907 shares
    Change vs previous 13F +1,536 shares

    0.01% of the 13F portfolio, value $366,497.

    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 10,371 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $319,427.

    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).