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Disclosery

Spire Wealth Management: ITOT position timeline

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

Spire Wealth Management held 6,559 ITOT 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 6,559 shares
    Change vs previous 13F +18 shares

    0.03% of the 13F portfolio, value $1,077,440.

    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 6,541 shares
    Change vs previous 13F +309 shares

    0.03% of the 13F portfolio, value $931,565.

    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 6,232 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $926,672.

    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 6,232 shares
    Change vs previous 13F +421 shares

    0.03% of the 13F portfolio, value $907,671.

    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 5,811 shares
    Change vs previous 13F -18,033 shares

    0.03% of the 13F portfolio, value $784,654.

    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 23,844 shares
    Change vs previous 13F +6,520 shares

    0.09% of the 13F portfolio, value $2,909,163.

    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 17,324 shares
    Change vs previous 13F +2,269 shares

    0.07% of the 13F portfolio, value $2,228,225.

    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 15,055 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,891,218.

    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).