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Disclosery

Spire Wealth Management: IEF position timeline

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

Spire Wealth Management held 111,947 IEF 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 111,947 shares
    Change vs previous 13F -9,182 shares

    0.32% of the 13F portfolio, value $10,586,850.

    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 121,129 shares
    Change vs previous 13F +13,295 shares

    0.39% of the 13F portfolio, value $11,560,542.

    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 107,834 shares
    Change vs previous 13F +4,305 shares

    0.35% of the 13F portfolio, value $10,369,290.

    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 103,529 shares
    Change vs previous 13F -541 shares

    0.34% of the 13F portfolio, value $9,986,443.

    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 104,070 shares
    Change vs previous 13F -12,044 shares

    0.36% of the 13F portfolio, value $9,915,055.

    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 116,114 shares
    Change vs previous 13F +806 shares

    0.35% of the 13F portfolio, value $11,073,753.

    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 115,308 shares
    Change vs previous 13F -463 shares

    0.33% of the 13F portfolio, value $10,660,247.

    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 115,771 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $11,359,485.

    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).