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Disclosery

Spire Wealth Management: IBIT position timeline

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

Spire Wealth Management held 9,024 IBIT 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 9,024 shares
    Change vs previous 13F -2,177 shares

    0.01% of the 13F portfolio, value $300,409.

    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 11,201 shares
    Change vs previous 13F +260 shares

    0.01% of the 13F portfolio, value $430,353.

    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 10,941 shares
    Change vs previous 13F -87,272 shares

    0.02% of the 13F portfolio, value $543,241.

    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 98,213 shares
    Change vs previous 13F +85,368 shares

    0.22% of the 13F portfolio, value $6,383,832.

    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 12,845 shares
    Change vs previous 13F -1,446 shares

    0.03% of the 13F portfolio, value $786,214.

    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 14,291 shares
    Change vs previous 13F +10,261 shares

    0.02% of the 13F portfolio, value $668,940.

    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 4,030 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $213,782.

    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).