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Spire Wealth Management: FMF position timeline

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

Spire Wealth Management held 518 FMF 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 518 shares
    Change vs previous 13F +23 shares

    <0.01% of the 13F portfolio, value $25,962.

    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 495 shares
    Change vs previous 13F +218 shares

    <0.01% of the 13F portfolio, value $25,057.

    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 277 shares
    Change vs previous 13F -727 shares

    <0.01% of the 13F portfolio, value $13,033.

    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 1,004 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $48,895.

    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 1,004 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $45,391.

    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 1,004 shares
    Change vs previous 13F -64 shares

    <0.01% of the 13F portfolio, value $46,304.

    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 1,068 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $50,815.

    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).