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Disclosery

Spire Wealth Management: IUSG position timeline

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

Spire Wealth Management held 138,357 IUSG 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 138,357 shares
    Change vs previous 13F -185 shares

    0.79% of the 13F portfolio, value $26,023,626.

    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 138,542 shares
    Change vs previous 13F -3,141 shares

    0.73% of the 13F portfolio, value $21,489,229.

    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 141,683 shares
    Change vs previous 13F -3,196 shares

    0.8% of the 13F portfolio, value $23,794,148.

    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 144,879 shares
    Change vs previous 13F -9,793 shares

    0.81% of the 13F portfolio, value $23,838,450.

    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 154,672 shares
    Change vs previous 13F -35,642 shares

    0.8% of the 13F portfolio, value $22,284,799.

    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 190,314 shares
    Change vs previous 13F -17,685 shares

    0.77% of the 13F portfolio, value $24,185,152.

    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 207,999 shares
    Change vs previous 13F +71,291 shares

    0.9% of the 13F portfolio, value $28,984,616.

    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 136,708 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $18,033,131.

    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).