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Disclosery

Spire Wealth Management: GIS position timeline

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

Spire Wealth Management held 892 GIS 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 892 shares
    Change vs previous 13F -169 shares

    <0.01% of the 13F portfolio, value $31,040.

    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 1,061 shares
    Change vs previous 13F -214 shares

    <0.01% of the 13F portfolio, value $39,490.

    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 1,275 shares
    Change vs previous 13F +106 shares

    <0.01% of the 13F portfolio, value $59,309.

    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 1,169 shares
    Change vs previous 13F -17 shares

    <0.01% of the 13F portfolio, value $58,941.

    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 1,186 shares
    Change vs previous 13F -12,774 shares

    <0.01% of the 13F portfolio, value $61,447.

    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 13,960 shares
    Change vs previous 13F -3,641 shares

    0.03% of the 13F portfolio, value $834,685.

    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 17,601 shares
    Change vs previous 13F -19,730 shares

    0.03% of the 13F portfolio, value $1,122,419.

    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 37,331 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,756,871.

    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).