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Disclosery

Spire Wealth Management: FISV position timeline

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

Spire Wealth Management held 571 FISV 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 571 shares
    Change vs previous 13F -138 shares

    <0.01% of the 13F portfolio, value $28,008.

    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 709 shares
    Change vs previous 13F -4,116 shares

    <0.01% of the 13F portfolio, value $39,562.

    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 4,825 shares
    Change vs previous 13F -859 shares

    0.01% of the 13F portfolio, value $324,095.

    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 5,684 shares
    Change vs previous 13F -17,229 shares

    0.02% of the 13F portfolio, value $732,838.

    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 22,913 shares
    Change vs previous 13F -13,457 shares

    0.14% of the 13F portfolio, value $3,831,070.

    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 36,370 shares
    Change vs previous 13F -5,178 shares

    0.26% of the 13F portfolio, value $8,031,631.

    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 41,548 shares
    Change vs previous 13F -7,968 shares

    0.27% of the 13F portfolio, value $8,534,790.

    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 49,516 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $8,895,549.

    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).