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Disclosery

Spire Wealth Management: IVE position timeline

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

Spire Wealth Management held 119,497 IVE 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 119,497 shares
    Change vs previous 13F -1,876 shares

    0.82% of the 13F portfolio, value $27,132,827.

    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 121,373 shares
    Change vs previous 13F -3,406 shares

    0.87% of the 13F portfolio, value $25,627,884.

    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 124,779 shares
    Change vs previous 13F +3,852 shares

    0.89% of the 13F portfolio, value $26,461,779.

    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 120,927 shares
    Change vs previous 13F -7,116 shares

    0.85% of the 13F portfolio, value $24,972,680.

    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 128,043 shares
    Change vs previous 13F -33,286 shares

    0.87% of the 13F portfolio, value $24,205,832.

    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 161,329 shares
    Change vs previous 13F -1,377 shares

    0.98% of the 13F portfolio, value $30,746,057.

    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 162,706 shares
    Change vs previous 13F +4,510 shares

    0.96% of the 13F portfolio, value $31,057,313.

    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 158,196 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $31,191,510.

    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).