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Disclosery

Spire Wealth Management: FNDX position timeline

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

Spire Wealth Management held 5,454 FNDX 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 5,454 shares
    Change vs previous 13F +16 shares

    0.01% of the 13F portfolio, value $169,621.

    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 5,438 shares
    Change vs previous 13F +58 shares

    0.01% of the 13F portfolio, value $151,458.

    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 5,380 shares
    Change vs previous 13F +18 shares

    <0.01% of the 13F portfolio, value $146,385.

    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 5,362 shares
    Change vs previous 13F +178 shares

    <0.01% of the 13F portfolio, value $141,017.

    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 5,184 shares
    Change vs previous 13F -68,224 shares

    <0.01% of the 13F portfolio, value $127,222.

    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 73,408 shares
    Change vs previous 13F +3,759 shares

    0.06% of the 13F portfolio, value $1,733,168.

    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 69,649 shares
    Change vs previous 13F +47,016 shares

    0.05% of the 13F portfolio, value $1,649,283.

    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 22,633 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,624,125.

    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).