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Disclosery

Spire Wealth Management: INVH position timeline

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

Spire Wealth Management held 4,004 INVH 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 4,004 shares
    Change vs previous 13F +45 shares

    <0.01% of the 13F portfolio, value $120,961.

    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 3,959 shares
    Change vs previous 13F -10 shares

    <0.01% of the 13F portfolio, value $98,381.

    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 3,969 shares
    Change vs previous 13F +26 shares

    <0.01% of the 13F portfolio, value $110,295.

    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 3,943 shares
    Change vs previous 13F -60 shares

    <0.01% of the 13F portfolio, value $115,648.

    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 4,003 shares
    Change vs previous 13F +31 shares

    <0.01% of the 13F portfolio, value $131,298.

    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 3,972 shares
    Change vs previous 13F +49 shares

    <0.01% of the 13F portfolio, value $138,424.

    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 3,923 shares
    Change vs previous 13F -28 shares

    <0.01% of the 13F portfolio, value $125,418.

    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 3,951 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $139,312.

    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).