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Disclosery

Spire Wealth Management: IJR position timeline

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

Spire Wealth Management held 60,979 IJR 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 60,979 shares
    Change vs previous 13F -2,563 shares

    0.27% of the 13F portfolio, value $9,043,761.

    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 63,542 shares
    Change vs previous 13F +13,697 shares

    0.27% of the 13F portfolio, value $7,898,955.

    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 49,845 shares
    Change vs previous 13F +2,591 shares

    0.2% of the 13F portfolio, value $5,990,353.

    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 47,254 shares
    Change vs previous 13F -2,148 shares

    0.19% of the 13F portfolio, value $5,615,184.

    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 49,402 shares
    Change vs previous 13F -19,080 shares

    0.19% of the 13F portfolio, value $5,329,253.

    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 68,482 shares
    Change vs previous 13F -15,413 shares

    0.23% of the 13F portfolio, value $7,161,188.

    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 83,895 shares
    Change vs previous 13F -21,424 shares

    0.3% of the 13F portfolio, value $9,666,391.

    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 105,319 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $12,318,066.

    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).