Skip to content
Disclosery

Spire Wealth Management: HIG position timeline

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

Spire Wealth Management held 5,062 HIG 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 5,062 shares
    Change vs previous 13F +378 shares

    0.02% of the 13F portfolio, value $671,246.

    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 4,684 shares
    Change vs previous 13F -11,919 shares

    0.02% of the 13F portfolio, value $633,470.

    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 16,603 shares
    Change vs previous 13F +12,686 shares

    0.08% of the 13F portfolio, value $2,287,828.

    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 3,917 shares
    Change vs previous 13F -10,633 shares

    0.02% of the 13F portfolio, value $522,481.

    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 14,550 shares
    Change vs previous 13F +9,741 shares

    0.07% of the 13F portfolio, value $1,824,883.

    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 4,809 shares
    Change vs previous 13F +713 shares

    0.02% of the 13F portfolio, value $594,966.

    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 4,096 shares
    Change vs previous 13F -13,201 shares

    0.01% of the 13F portfolio, value $448,132.

    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 17,297 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,034,339.

    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).