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Disclosery

Spire Wealth Management: IWF position timeline

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

Spire Wealth Management held 183,936 IWF 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 183,936 shares
    Change vs previous 13F +136,958 shares

    0.69% of the 13F portfolio, value $22,839,375.

    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 46,978 shares
    Change vs previous 13F -3,299 shares

    0.68% of the 13F portfolio, value $20,031,260.

    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 50,277 shares
    Change vs previous 13F -354 shares

    0.8% of the 13F portfolio, value $23,796,183.

    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 50,631 shares
    Change vs previous 13F -402 shares

    0.81% of the 13F portfolio, value $23,715,974.

    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 51,033 shares
    Change vs previous 13F -582 shares

    0.78% of the 13F portfolio, value $21,667,520.

    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 51,615 shares
    Change vs previous 13F +119 shares

    0.6% of the 13F portfolio, value $18,637,707.

    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 51,496 shares
    Change vs previous 13F -150 shares

    0.64% of the 13F portfolio, value $20,679,878.

    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 51,646 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $19,386,790.

    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).