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Disclosery

Spire Wealth Management: IVLU position timeline

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

Spire Wealth Management held 6,947 IVLU 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 6,947 shares
    Change vs previous 13F -28 shares

    0.01% of the 13F portfolio, value $290,523.

    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 6,975 shares
    Change vs previous 13F -7 shares

    0.01% of the 13F portfolio, value $276,767.

    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 6,982 shares
    Change vs previous 13F -12 shares

    0.01% of the 13F portfolio, value $265,664.

    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 6,994 shares
    Change vs previous 13F -66 shares

    0.01% of the 13F portfolio, value $248,147.

    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 7,060 shares
    Change vs previous 13F +51 shares

    0.01% of the 13F portfolio, value $232,203.

    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 7,009 shares
    Change vs previous 13F -132 shares

    0.01% of the 13F portfolio, value $212,442.

    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 7,141 shares
    Change vs previous 13F +132 shares

    0.01% of the 13F portfolio, value $193,592.

    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 7,009 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $206,975.

    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).