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Spire Wealth Management: FPE position timeline

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

Spire Wealth Management held 27,897 FPE 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 27,897 shares
    Change vs previous 13F +3,621 shares

    0.02% of the 13F portfolio, value $498,797.

    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 24,276 shares
    Change vs previous 13F +2,618 shares

    0.01% of the 13F portfolio, value $430,898.

    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 21,658 shares
    Change vs previous 13F +297 shares

    0.01% of the 13F portfolio, value $394,608.

    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 21,361 shares
    Change vs previous 13F +1,068 shares

    0.01% of the 13F portfolio, value $389,624.

    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 20,293 shares
    Change vs previous 13F +7,759 shares

    0.01% of the 13F portfolio, value $361,215.

    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 12,534 shares
    Change vs previous 13F +1,084 shares

    0.01% of the 13F portfolio, value $220,474.

    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 11,450 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $202,670.

    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).