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Disclosery

Spire Wealth Management: FPEI position timeline

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

Spire Wealth Management held 16,851 FPEI 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 16,851 shares
    Change vs previous 13F -1,566 shares

    0.01% of the 13F portfolio, value $325,056.

    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 18,417 shares
    Change vs previous 13F -1,609 shares

    0.01% of the 13F portfolio, value $349,923.

    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 20,026 shares
    Change vs previous 13F -2,468 shares

    0.01% of the 13F portfolio, value $388,304.

    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 22,494 shares
    Change vs previous 13F -1,954 shares

    0.01% of the 13F portfolio, value $435,034.

    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 24,448 shares
    Change vs previous 13F -915 shares

    0.02% of the 13F portfolio, value $464,268.

    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 25,363 shares
    Change vs previous 13F -576 shares

    0.02% of the 13F portfolio, value $474,288.

    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 25,939 shares
    Change vs previous 13F -599 shares

    0.02% of the 13F portfolio, value $485,059.

    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 26,538 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $506,080.

    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).