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Disclosery

Spire Wealth Management: EFA position timeline

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

Spire Wealth Management held 126,219 EFA 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 126,219 shares
    Change vs previous 13F -2,155 shares

    0.4% of the 13F portfolio, value $13,111,665.

    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 128,374 shares
    Change vs previous 13F -4,677 shares

    0.43% of the 13F portfolio, value $12,468,967.

    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 133,051 shares
    Change vs previous 13F -4,481 shares

    0.43% of the 13F portfolio, value $12,776,898.

    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 137,532 shares
    Change vs previous 13F -2,933 shares

    0.44% of the 13F portfolio, value $12,841,358.

    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 140,465 shares
    Change vs previous 13F -5,964 shares

    0.45% of the 13F portfolio, value $12,556,161.

    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 146,429 shares
    Change vs previous 13F -871 shares

    0.38% of the 13F portfolio, value $11,967,667.

    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 147,300 shares
    Change vs previous 13F -347 shares

    0.35% of the 13F portfolio, value $11,137,376.

    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 147,647 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $12,347,716.

    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).