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Disclosery

Spire Wealth Management: IWD position timeline

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

Spire Wealth Management held 20,694 IWD 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 20,694 shares
    Change vs previous 13F -1,426 shares

    0.15% of the 13F portfolio, value $5,016,964.

    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 22,120 shares
    Change vs previous 13F -557 shares

    0.16% of the 13F portfolio, value $4,726,284.

    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 22,677 shares
    Change vs previous 13F +1,140 shares

    0.16% of the 13F portfolio, value $4,769,931.

    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 21,537 shares
    Change vs previous 13F +147 shares

    0.15% of the 13F portfolio, value $4,384,763.

    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 21,390 shares
    Change vs previous 13F -845 shares

    0.15% of the 13F portfolio, value $4,154,559.

    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 22,235 shares
    Change vs previous 13F +554 shares

    0.13% of the 13F portfolio, value $4,183,658.

    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 21,681 shares
    Change vs previous 13F -309 shares

    0.12% of the 13F portfolio, value $4,013,734.

    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 21,990 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,173,700.

    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).