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Disclosery

Spire Wealth Management: IWB position timeline

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

Spire Wealth Management held 20,613 IWB 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 20,613 shares
    Change vs previous 13F -249 shares

    0.25% of the 13F portfolio, value $8,441,095.

    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 20,862 shares
    Change vs previous 13F +3 shares

    0.25% of the 13F portfolio, value $7,438,677.

    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 20,859 shares
    Change vs previous 13F +54 shares

    0.26% of the 13F portfolio, value $7,789,603.

    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 20,805 shares
    Change vs previous 13F -148 shares

    0.26% of the 13F portfolio, value $7,603,976.

    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 20,953 shares
    Change vs previous 13F -8,364 shares

    0.26% of the 13F portfolio, value $7,114,850.

    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 29,317 shares
    Change vs previous 13F -6,376 shares

    0.29% of the 13F portfolio, value $8,992,713.

    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 35,693 shares
    Change vs previous 13F +5,534 shares

    0.36% of the 13F portfolio, value $11,498,877.

    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 30,159 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $9,481,738.

    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).