Skip to content
Disclosery

Spire Wealth Management: IBKR position timeline

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

Spire Wealth Management held 28,641 IBKR 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 28,641 shares
    Change vs previous 13F -1,816 shares

    0.08% of the 13F portfolio, value $2,494,524.

    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 30,457 shares
    Change vs previous 13F +4,641 shares

    0.07% of the 13F portfolio, value $2,042,740.

    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 25,816 shares
    Change vs previous 13F +4,296 shares

    0.06% of the 13F portfolio, value $1,660,213.

    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 21,520 shares
    Change vs previous 13F +775 shares

    0.05% of the 13F portfolio, value $1,480,760.

    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 20,745 shares
    Change vs previous 13F +15,984 shares

    0.04% of the 13F portfolio, value $1,149,484.

    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 4,761 shares
    Change vs previous 13F +2,026 shares

    0.03% of the 13F portfolio, value $788,305.

    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 2,735 shares
    Change vs previous 13F +426 shares

    0.02% of the 13F portfolio, value $483,214.

    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 2,309 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $321,796.

    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).