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Disclosery

Spire Wealth Management: IVW position timeline

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

Spire Wealth Management held 209,006 IVW 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 209,006 shares
    Change vs previous 13F -733 shares

    0.87% of the 13F portfolio, value $28,744,658.

    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 209,739 shares
    Change vs previous 13F +4,281 shares

    0.81% of the 13F portfolio, value $23,723,548.

    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 205,458 shares
    Change vs previous 13F +4,881 shares

    0.85% of the 13F portfolio, value $25,324,712.

    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 200,577 shares
    Change vs previous 13F -1,005 shares

    0.82% of the 13F portfolio, value $24,213,699.

    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 201,582 shares
    Change vs previous 13F -4,406 shares

    0.8% of the 13F portfolio, value $22,194,176.

    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 205,988 shares
    Change vs previous 13F +2,089 shares

    0.61% of the 13F portfolio, value $19,121,875.

    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 203,899 shares
    Change vs previous 13F +5,985 shares

    0.64% of the 13F portfolio, value $20,701,883.

    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 197,914 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $18,950,228.

    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).