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Disclosery

Spire Wealth Management: HTRB position timeline

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

Spire Wealth Management held 713,501 HTRB 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 713,501 shares
    Change vs previous 13F -868 shares

    0.73% of the 13F portfolio, value $24,073,471.

    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 714,369 shares
    Change vs previous 13F +48,976 shares

    0.82% of the 13F portfolio, value $24,102,804.

    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 665,393 shares
    Change vs previous 13F +1,484 shares

    0.76% of the 13F portfolio, value $22,723,175.

    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 663,909 shares
    Change vs previous 13F -8,169 shares

    0.77% of the 13F portfolio, value $22,765,424.

    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 672,078 shares
    Change vs previous 13F -98,111 shares

    0.81% of the 13F portfolio, value $22,622,862.

    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 770,189 shares
    Change vs previous 13F +11,361 shares

    0.83% of the 13F portfolio, value $26,078,599.

    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 758,828 shares
    Change vs previous 13F -7,840 shares

    0.79% of the 13F portfolio, value $25,291,740.

    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 766,668 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $26,802,708.

    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).