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Disclosery

Spire Wealth Management: DOW position timeline

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

Spire Wealth Management held 1,395 DOW 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 1,395 shares
    Change vs previous 13F -3,081 shares

    <0.01% of the 13F portfolio, value $38,170.

    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 4,476 shares
    Change vs previous 13F -750 shares

    0.01% of the 13F portfolio, value $186,415.

    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 5,226 shares
    Change vs previous 13F +912 shares

    <0.01% of the 13F portfolio, value $122,182.

    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 4,314 shares
    Change vs previous 13F +42 shares

    <0.01% of the 13F portfolio, value $98,910.

    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 4,272 shares
    Change vs previous 13F -3,152 shares

    <0.01% of the 13F portfolio, value $113,110.

    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 7,424 shares
    Change vs previous 13F +1,426 shares

    0.01% of the 13F portfolio, value $259,249.

    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 5,998 shares
    Change vs previous 13F -2,298 shares

    0.01% of the 13F portfolio, value $240,696.

    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 8,296 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $453,195.

    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).