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Disclosery

Spire Wealth Management: GS position timeline

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

Spire Wealth Management held 12,339 GS 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 12,339 shares
    Change vs previous 13F -283 shares

    0.38% of the 13F portfolio, value $12,482,131.

    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 12,622 shares
    Change vs previous 13F -81 shares

    0.36% of the 13F portfolio, value $10,677,990.

    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 12,703 shares
    Change vs previous 13F +232 shares

    0.37% of the 13F portfolio, value $11,166,165.

    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 12,471 shares
    Change vs previous 13F +7,319 shares

    0.34% of the 13F portfolio, value $9,931,675.

    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 5,152 shares
    Change vs previous 13F -3,106 shares

    0.13% of the 13F portfolio, value $3,646,489.

    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 8,258 shares
    Change vs previous 13F +3,171 shares

    0.14% of the 13F portfolio, value $4,511,206.

    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 5,087 shares
    Change vs previous 13F +179 shares

    0.09% of the 13F portfolio, value $2,913,159.

    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 4,908 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,429,757.

    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).