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Disclosery

Spire Wealth Management: GRID position timeline

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

Spire Wealth Management held 17,553 GRID 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 17,553 shares
    Change vs previous 13F +4,592 shares

    0.1% of the 13F portfolio, value $3,365,870.

    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 12,961 shares
    Change vs previous 13F +11,422 shares

    0.07% of the 13F portfolio, value $2,120,139.

    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 1,539 shares
    Change vs previous 13F +1,419 shares

    0.01% of the 13F portfolio, value $235,517.

    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 120 shares
    Change vs previous 13F +70 shares

    <0.01% of the 13F portfolio, value $18,130.

    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 50 shares
    Change vs previous 13F -398 shares

    <0.01% of the 13F portfolio, value $6,951.

    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 448 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $50,692.

    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 448 shares
    Change vs previous 13F +40 shares

    <0.01% of the 13F portfolio, value $53,420.

    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 408 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $51,890.

    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).