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Disclosery

Spire Wealth Management: IBDT position timeline

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

Spire Wealth Management held 9,593 IBDT 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 9,593 shares
    Change vs previous 13F +336 shares

    0.01% of the 13F portfolio, value $242,232.

    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 9,257 shares
    Change vs previous 13F +8,314 shares

    0.01% of the 13F portfolio, value $234,488.

    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 943 shares
    Change vs previous 13F +308 shares

    <0.01% of the 13F portfolio, value $24,004.

    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 635 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $16,205.

    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).