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Disclosery

Spire Wealth Management: ED position timeline

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

Spire Wealth Management held 10,183 ED 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 10,183 shares
    Change vs previous 13F -2,490 shares

    0.03% of the 13F portfolio, value $1,126,584.

    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 12,673 shares
    Change vs previous 13F +9,406 shares

    0.05% of the 13F portfolio, value $1,434,301.

    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 3,267 shares
    Change vs previous 13F -1,025 shares

    0.01% of the 13F portfolio, value $324,517.

    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 4,292 shares
    Change vs previous 13F +1,437 shares

    0.01% of the 13F portfolio, value $431,411.

    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 2,855 shares
    Change vs previous 13F -7,898 shares

    0.01% of the 13F portfolio, value $286,483.

    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 10,753 shares
    Change vs previous 13F +7,478 shares

    0.04% of the 13F portfolio, value $1,189,205.

    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 3,275 shares
    Change vs previous 13F -29 shares

    0.01% of the 13F portfolio, value $292,234.

    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 3,304 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $344,019.

    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).