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Disclosery

Spire Wealth Management: EFV position timeline

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

Spire Wealth Management held 114,765 EFV 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 114,765 shares
    Change vs previous 13F -5,116 shares

    0.27% of the 13F portfolio, value $8,785,236.

    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 119,881 shares
    Change vs previous 13F -3,808 shares

    0.3% of the 13F portfolio, value $8,913,156.

    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 123,689 shares
    Change vs previous 13F +580 shares

    0.3% of the 13F portfolio, value $8,832,627.

    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 123,109 shares
    Change vs previous 13F +701 shares

    0.28% of the 13F portfolio, value $8,350,497.

    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 122,408 shares
    Change vs previous 13F +7,406 shares

    0.28% of the 13F portfolio, value $7,770,453.

    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 115,002 shares
    Change vs previous 13F +211 shares

    0.22% of the 13F portfolio, value $6,778,217.

    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 114,791 shares
    Change vs previous 13F +4,787 shares

    0.19% of the 13F portfolio, value $6,023,083.

    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 110,004 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,328,502.

    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).