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Disclosery

Spire Wealth Management: IR position timeline

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

Spire Wealth Management held 519 IR 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 519 shares
    Change vs previous 13F -210 shares

    <0.01% of the 13F portfolio, value $42,534.

    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 729 shares
    Change vs previous 13F -143 shares

    <0.01% of the 13F portfolio, value $58,404.

    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 872 shares
    Change vs previous 13F -801 shares

    <0.01% of the 13F portfolio, value $69,071.

    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 1,673 shares
    Change vs previous 13F -954 shares

    <0.01% of the 13F portfolio, value $138,229.

    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 2,627 shares
    Change vs previous 13F -135 shares

    0.01% of the 13F portfolio, value $218,489.

    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 2,762 shares
    Change vs previous 13F +59 shares

    0.01% of the 13F portfolio, value $221,031.

    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 2,703 shares
    Change vs previous 13F -649 shares

    0.01% of the 13F portfolio, value $244,513.

    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 3,352 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $328,998.

    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).