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Disclosery

Spire Wealth Management: FIXD position timeline

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

Spire Wealth Management held 13,513 FIXD 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 13,513 shares
    Change vs previous 13F +6,386 shares

    0.02% of the 13F portfolio, value $589,302.

    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 7,127 shares
    Change vs previous 13F -1,061 shares

    0.01% of the 13F portfolio, value $310,666.

    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 8,188 shares
    Change vs previous 13F -1,088 shares

    0.01% of the 13F portfolio, value $362,892.

    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 9,276 shares
    Change vs previous 13F -4,838 shares

    0.01% of the 13F portfolio, value $412,040.

    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 14,114 shares
    Change vs previous 13F -53,381 shares

    0.02% of the 13F portfolio, value $619,463.

    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 67,495 shares
    Change vs previous 13F -573,242 shares

    0.09% of the 13F portfolio, value $2,958,981.

    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 640,737 shares
    Change vs previous 13F -5,153 shares

    0.86% of the 13F portfolio, value $27,532,448.

    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 645,890 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $29,220,072.

    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).