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Disclosery

Spire Wealth Management: FBND position timeline

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

Spire Wealth Management held 544,210 FBND 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 544,210 shares
    Change vs previous 13F -3,745 shares

    0.75% of the 13F portfolio, value $24,756,107.

    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 547,955 shares
    Change vs previous 13F +32,679 shares

    0.85% of the 13F portfolio, value $24,997,690.

    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 515,276 shares
    Change vs previous 13F +8,819 shares

    0.79% of the 13F portfolio, value $23,723,297.

    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 506,457 shares
    Change vs previous 13F -5,766 shares

    0.8% of the 13F portfolio, value $23,418,582.

    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 512,223 shares
    Change vs previous 13F -72,465 shares

    0.84% of the 13F portfolio, value $23,293,718.

    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 584,688 shares
    Change vs previous 13F +7,717 shares

    0.85% of the 13F portfolio, value $26,691,004.

    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 576,971 shares
    Change vs previous 13F -7,197 shares

    0.8% of the 13F portfolio, value $25,888,689.

    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 584,168 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $27,304,008.

    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).