Spire Wealth Management: IVOO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spire Wealth Management on IVOO, newest first. How the timeline and the estimate are built.
Spire Wealth Management held 6,314 IVOO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 6,314 sharesChange vs previous 13F -191 shares
0.02% of the 13F portfolio, value $823,398.
13F-HR 0001858740-26-000003 filed by Spire Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,505 sharesChange vs previous 13F -312 shares
0.03% of the 13F portfolio, value $743,682.
13F-HR 0001858740-26-000002 filed by Spire Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,817 sharesChange vs previous 13F -220 shares
0.03% of the 13F portfolio, value $762,152.
13F-HR 0001858740-26-000001 filed by Spire Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,037 sharesChange vs previous 13F -541 shares
0.03% of the 13F portfolio, value $776,734.
13F-HR 0001858740-25-000006 filed by Spire Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,578 sharesChange vs previous 13F -855 shares
0.03% of the 13F portfolio, value $795,487.
13F-HR 0001858740-25-000004 filed by Spire Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,433 sharesChange vs previous 13F -1,320 shares
0.03% of the 13F portfolio, value $832,370.
13F-HR 0001858740-25-000002 filed by Spire Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,753 sharesChange vs previous 13F -612 shares
0.03% of the 13F portfolio, value $1,028,977.
13F-HR 0001858740-25-000001 filed by Spire Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,365 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $1,094,851.
13F-HR 0001858740-24-000005 filed by Spire Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).