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Disclosery

Spire Wealth Management: GWX position timeline

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

Spire Wealth Management held 26,989 GWX 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 26,989 shares
    Change vs previous 13F +63 shares

    0.04% of the 13F portfolio, value $1,181,041.

    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 26,926 shares
    Change vs previous 13F -2,282 shares

    0.04% of the 13F portfolio, value $1,137,088.

    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 29,208 shares
    Change vs previous 13F -1,590 shares

    0.04% of the 13F portfolio, value $1,193,441.

    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 30,798 shares
    Change vs previous 13F +387 shares

    0.04% of the 13F portfolio, value $1,237,472.

    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 30,411 shares
    Change vs previous 13F -1,180 shares

    0.04% of the 13F portfolio, value $1,130,667.

    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 31,591 shares
    Change vs previous 13F +647 shares

    0.03% of the 13F portfolio, value $1,009,648.

    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 30,944 shares
    Change vs previous 13F +1,662 shares

    0.03% of the 13F portfolio, value $958,955.

    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 29,282 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $999,395.

    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).