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Disclosery

Spire Wealth Management: EFG position timeline

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

Spire Wealth Management held 18,666 EFG 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 18,666 shares
    Change vs previous 13F -245 shares

    0.07% of the 13F portfolio, value $2,322,397.

    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 18,911 shares
    Change vs previous 13F +2,521 shares

    0.07% of the 13F portfolio, value $2,106,172.

    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 16,390 shares
    Change vs previous 13F +729 shares

    0.06% of the 13F portfolio, value $1,867,204.

    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 15,661 shares
    Change vs previous 13F -1,183 shares

    0.06% of the 13F portfolio, value $1,783,495.

    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 16,844 shares
    Change vs previous 13F -2,616 shares

    0.07% of the 13F portfolio, value $1,886,548.

    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 19,460 shares
    Change vs previous 13F -1,603 shares

    0.06% of the 13F portfolio, value $1,945,966.

    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 21,063 shares
    Change vs previous 13F +1,562 shares

    0.06% of the 13F portfolio, value $2,039,497.

    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 19,501 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,099,233.

    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).