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Disclosery

Spire Wealth Management: IVV position timeline

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

Spire Wealth Management held 231,914 IVV 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 231,914 shares
    Change vs previous 13F -4,352 shares

    5.25% of the 13F portfolio, value $173,693,757.

    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 236,266 shares
    Change vs previous 13F -5,877 shares

    5.27% of the 13F portfolio, value $154,331,790.

    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 242,143 shares
    Change vs previous 13F -1,957 shares

    5.55% of the 13F portfolio, value $165,853,734.

    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 244,100 shares
    Change vs previous 13F +36,058 shares

    5.56% of the 13F portfolio, value $163,376,157.

    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 208,042 shares
    Change vs previous 13F -38,329 shares

    4.6% of the 13F portfolio, value $127,939,610.

    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 246,371 shares
    Change vs previous 13F +3,651 shares

    4.43% of the 13F portfolio, value $138,435,638.

    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 242,720 shares
    Change vs previous 13F +18,052 shares

    4.44% of the 13F portfolio, value $142,884,268.

    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 224,668 shares
    Change vs previous 13F not available

    4.37% of the 13F portfolio, value $129,593,274.

    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).