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Disclosery

Spire Wealth Management: IUSB position timeline

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

Spire Wealth Management held 868,483 IUSB 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 868,483 shares
    Change vs previous 13F -9,553 shares

    1.21% of the 13F portfolio, value $40,080,476.

    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 878,036 shares
    Change vs previous 13F +423,956 shares

    1.38% of the 13F portfolio, value $40,556,482.

    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 454,080 shares
    Change vs previous 13F -13,256 shares

    0.71% of the 13F portfolio, value $21,132,901.

    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 467,336 shares
    Change vs previous 13F -1,421,604 shares

    0.74% of the 13F portfolio, value $21,829,268.

    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 1,888,940 shares
    Change vs previous 13F +1,751,742 shares

    3.12% of the 13F portfolio, value $86,970,379.

    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 137,198 shares
    Change vs previous 13F -7,843 shares

    0.2% of the 13F portfolio, value $6,322,063.

    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 145,041 shares
    Change vs previous 13F -7,975 shares

    0.2% of the 13F portfolio, value $6,555,874.

    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 153,016 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $7,210,118.

    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).