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Disclosery

Spire Wealth Management: DFUS position timeline

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

Spire Wealth Management held 251,155 DFUS 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 251,155 shares
    Change vs previous 13F +3,088 shares

    0.62% of the 13F portfolio, value $20,579,630.

    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 248,067 shares
    Change vs previous 13F -1,599 shares

    0.6% of the 13F portfolio, value $17,590,410.

    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 249,666 shares
    Change vs previous 13F +3,217 shares

    0.62% of the 13F portfolio, value $18,517,730.

    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 246,449 shares
    Change vs previous 13F -2,417 shares

    0.61% of the 13F portfolio, value $17,852,770.

    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 248,866 shares
    Change vs previous 13F +487 shares

    0.6% of the 13F portfolio, value $16,678,989.

    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 248,379 shares
    Change vs previous 13F +6,805 shares

    0.48% of the 13F portfolio, value $15,021,955.

    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 241,574 shares
    Change vs previous 13F +1,079 shares

    0.48% of the 13F portfolio, value $15,400,344.

    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 240,495 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $14,958,767.

    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).