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Disclosery

Spire Wealth Management: DFUV position timeline

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

Spire Wealth Management held 330,164 DFUV 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 330,164 shares
    Change vs previous 13F +4,216 shares

    0.55% of the 13F portfolio, value $18,162,337.

    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 325,948 shares
    Change vs previous 13F +6,611 shares

    0.54% of the 13F portfolio, value $15,795,460.

    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 319,337 shares
    Change vs previous 13F +4,334 shares

    0.5% of the 13F portfolio, value $14,877,914.

    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 315,003 shares
    Change vs previous 13F -3,189 shares

    0.48% of the 13F portfolio, value $14,077,500.

    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 318,192 shares
    Change vs previous 13F +988 shares

    0.48% of the 13F portfolio, value $13,453,147.

    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 317,204 shares
    Change vs previous 13F +9,496 shares

    0.42% of the 13F portfolio, value $13,071,993.

    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 307,708 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $12,591,427.

    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).