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Disclosery

Spire Wealth Management: DIA position timeline

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

Spire Wealth Management held 4,401 DIA 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 4,401 shares
    Change vs previous 13F -178 shares

    0.07% of the 13F portfolio, value $2,299,180.

    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 4,579 shares
    Change vs previous 13F +225 shares

    0.07% of the 13F portfolio, value $2,121,015.

    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 4,354 shares
    Change vs previous 13F -490 shares

    0.07% of the 13F portfolio, value $2,092,163.

    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 4,844 shares
    Change vs previous 13F +267 shares

    0.08% of the 13F portfolio, value $2,246,382.

    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 4,577 shares
    Change vs previous 13F -3,006 shares

    0.07% of the 13F portfolio, value $2,016,791.

    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 7,583 shares
    Change vs previous 13F -6,353 shares

    0.1% of the 13F portfolio, value $3,183,779.

    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 13,936 shares
    Change vs previous 13F +6,485 shares

    0.18% of the 13F portfolio, value $5,929,884.

    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 7,451 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,152,812.

    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).