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Disclosery

Spire Wealth Management: HD position timeline

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

Spire Wealth Management held 15,826 HD 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 15,826 shares
    Change vs previous 13F -11,449 shares

    0.17% of the 13F portfolio, value $5,581,633.

    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 27,275 shares
    Change vs previous 13F +5,159 shares

    0.31% of the 13F portfolio, value $8,970,429.

    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 22,116 shares
    Change vs previous 13F -6,727 shares

    0.25% of the 13F portfolio, value $7,610,100.

    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 28,843 shares
    Change vs previous 13F -198 shares

    0.4% of the 13F portfolio, value $11,686,982.

    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 29,041 shares
    Change vs previous 13F -8,923 shares

    0.38% of the 13F portfolio, value $10,635,776.

    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 37,964 shares
    Change vs previous 13F -277 shares

    0.45% of the 13F portfolio, value $13,913,531.

    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 38,241 shares
    Change vs previous 13F +5,135 shares

    0.46% of the 13F portfolio, value $14,875,394.

    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 33,106 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $13,414,424.

    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).