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Disclosery

Spire Wealth Management: GARP position timeline

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

Spire Wealth Management held 16,699 GARP 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 16,699 shares
    Change vs previous 13F -1,900 shares

    0.04% of the 13F portfolio, value $1,378,512.

    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 18,599 shares
    Change vs previous 13F +6,783 shares

    0.04% of the 13F portfolio, value $1,189,788.

    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 11,816 shares
    Change vs previous 13F +253 shares

    0.03% of the 13F portfolio, value $804,673.

    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 11,563 shares
    Change vs previous 13F -187 shares

    0.03% of the 13F portfolio, value $758,963.

    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 11,750 shares
    Change vs previous 13F +2,639 shares

    0.03% of the 13F portfolio, value $709,472.

    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 9,111 shares
    Change vs previous 13F +509 shares

    0.01% of the 13F portfolio, value $464,866.

    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 8,602 shares
    Change vs previous 13F +4,509 shares

    0.02% of the 13F portfolio, value $483,842.

    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 4,093 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $218,578.

    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).