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Disclosery

Spire Wealth Management: FV position timeline

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

Spire Wealth Management held 8,476 FV 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 8,476 shares
    Change vs previous 13F -229 shares

    0.02% of the 13F portfolio, value $643,154.

    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 8,705 shares
    Change vs previous 13F +233 shares

    0.02% of the 13F portfolio, value $526,144.

    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 8,472 shares
    Change vs previous 13F +18 shares

    0.02% of the 13F portfolio, value $533,070.

    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 8,454 shares
    Change vs previous 13F +37 shares

    0.02% of the 13F portfolio, value $523,459.

    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 8,417 shares
    Change vs previous 13F -2,671 shares

    0.02% of the 13F portfolio, value $498,777.

    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 11,088 shares
    Change vs previous 13F -1,083 shares

    0.02% of the 13F portfolio, value $608,291.

    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 12,171 shares
    Change vs previous 13F -830 shares

    0.02% of the 13F portfolio, value $718,835.

    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 13,001 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $757,595.

    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).