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Disclosery

Spire Wealth Management: HEFA position timeline

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

Spire Wealth Management held 3,649 HEFA 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 3,649 shares
    Change vs previous 13F -2,211 shares

    0.01% of the 13F portfolio, value $171,235.

    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 5,860 shares
    Change vs previous 13F -115 shares

    0.01% of the 13F portfolio, value $249,026.

    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 5,975 shares
    Change vs previous 13F -76,921 shares

    0.01% of the 13F portfolio, value $247,127.

    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 82,896 shares
    Change vs previous 13F -6,115 shares

    0.11% of the 13F portfolio, value $3,283,508.

    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 89,011 shares
    Change vs previous 13F -24,199 shares

    0.12% of the 13F portfolio, value $3,239,173.

    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 113,210 shares
    Change vs previous 13F -1,982 shares

    0.13% of the 13F portfolio, value $4,108,404.

    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 115,192 shares
    Change vs previous 13F -926 shares

    0.12% of the 13F portfolio, value $4,002,913.

    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 116,118 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,112,902.

    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).