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Disclosery

Spire Wealth Management: DISV position timeline

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

Spire Wealth Management held 99,524 DISV 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 99,524 shares
    Change vs previous 13F +1,032 shares

    0.12% of the 13F portfolio, value $3,993,901.

    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 98,492 shares
    Change vs previous 13F +1,172 shares

    0.13% of the 13F portfolio, value $3,884,527.

    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 97,320 shares
    Change vs previous 13F +3,078 shares

    0.12% of the 13F portfolio, value $3,698,163.

    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 94,242 shares
    Change vs previous 13F +426 shares

    0.11% of the 13F portfolio, value $3,363,501.

    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 93,816 shares
    Change vs previous 13F -1,664 shares

    0.11% of the 13F portfolio, value $3,087,485.

    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 95,480 shares
    Change vs previous 13F +5,064 shares

    0.09% of the 13F portfolio, value $2,780,378.

    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 90,416 shares
    Change vs previous 13F +4,552 shares

    0.07% of the 13F portfolio, value $2,402,353.

    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 85,864 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,495,208.

    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).