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Disclosery

Spire Wealth Management: GBTC position timeline

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

Spire Wealth Management held 19,945 GBTC 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 19,945 shares
    Change vs previous 13F +63 shares

    0.03% of the 13F portfolio, value $907,893.

    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 19,882 shares
    Change vs previous 13F -3,398 shares

    0.04% of the 13F portfolio, value $1,048,970.

    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 23,280 shares
    Change vs previous 13F -1,181 shares

    0.05% of the 13F portfolio, value $1,591,406.

    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 24,461 shares
    Change vs previous 13F +1,220 shares

    0.07% of the 13F portfolio, value $2,195,834.

    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 23,241 shares
    Change vs previous 13F -2,395 shares

    0.07% of the 13F portfolio, value $1,971,506.

    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 25,636 shares
    Change vs previous 13F -3,229 shares

    0.05% of the 13F portfolio, value $1,670,694.

    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 28,865 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,136,598.

    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).