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Disclosery

Spire Wealth Management: IBMP position timeline

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

Spire Wealth Management held 927 IBMP 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 927 shares
    Change vs previous 13F -600 shares

    <0.01% of the 13F portfolio, value $23,564.

    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 1,527 shares
    Change vs previous 13F -2,867 shares

    <0.01% of the 13F portfolio, value $38,847.

    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 4,394 shares
    Change vs previous 13F -88,231 shares

    <0.01% of the 13F portfolio, value $111,564.

    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 92,625 shares
    Change vs previous 13F -1,730 shares

    0.08% of the 13F portfolio, value $2,360,082.

    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 94,355 shares
    Change vs previous 13F -36,190 shares

    0.09% of the 13F portfolio, value $2,391,896.

    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 130,545 shares
    Change vs previous 13F +2,054 shares

    0.11% of the 13F portfolio, value $3,300,165.

    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 128,491 shares
    Change vs previous 13F +2,613 shares

    0.1% of the 13F portfolio, value $3,230,268.

    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 125,878 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,203,590.

    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).