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Disclosery

Spire Wealth Management: HTD position timeline

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

Spire Wealth Management held 35,686 HTD 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 35,686 shares
    Change vs previous 13F -79 shares

    0.03% of the 13F portfolio, value $909,632.

    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 35,765 shares
    Change vs previous 13F +3,919 shares

    0.03% of the 13F portfolio, value $885,887.

    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 31,846 shares
    Change vs previous 13F +796 shares

    0.03% of the 13F portfolio, value $753,484.

    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 31,050 shares
    Change vs previous 13F +5,646 shares

    0.03% of the 13F portfolio, value $770,052.

    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 25,404 shares
    Change vs previous 13F +4,597 shares

    0.02% of the 13F portfolio, value $594,198.

    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 20,807 shares
    Change vs previous 13F +3,333 shares

    0.02% of the 13F portfolio, value $497,911.

    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 17,474 shares
    Change vs previous 13F +12,328 shares

    0.01% of the 13F portfolio, value $384,772.

    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 5,146 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $119,495.

    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).