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Disclosery

Spire Wealth Management: IUSV position timeline

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

Spire Wealth Management held 50,974 IUSV 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 50,974 shares
    Change vs previous 13F -421 shares

    0.17% of the 13F portfolio, value $5,614,838.

    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 51,395 shares
    Change vs previous 13F -1,077 shares

    0.18% of the 13F portfolio, value $5,255,150.

    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 52,472 shares
    Change vs previous 13F -240 shares

    0.18% of the 13F portfolio, value $5,380,487.

    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 52,712 shares
    Change vs previous 13F -945 shares

    0.18% of the 13F portfolio, value $5,268,519.

    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 53,657 shares
    Change vs previous 13F -2,463 shares

    0.18% of the 13F portfolio, value $5,077,540.

    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 56,120 shares
    Change vs previous 13F -3,912 shares

    0.17% of the 13F portfolio, value $5,179,345.

    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 60,032 shares
    Change vs previous 13F -575 shares

    0.17% of the 13F portfolio, value $5,558,396.

    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 60,607 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,787,382.

    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).