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Disclosery

Spire Wealth Management: IWM position timeline

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

Spire Wealth Management held 20,445 IWM 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 20,445 shares
    Change vs previous 13F -368 shares

    0.19% of the 13F portfolio, value $6,142,809.

    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 20,813 shares
    Change vs previous 13F +929 shares

    0.18% of the 13F portfolio, value $5,161,633.

    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 19,884 shares
    Change vs previous 13F -269 shares

    0.16% of the 13F portfolio, value $4,894,733.

    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 20,153 shares
    Change vs previous 13F +166 shares

    0.17% of the 13F portfolio, value $4,876,172.

    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 19,987 shares
    Change vs previous 13F -11,032 shares

    0.15% of the 13F portfolio, value $4,312,998.

    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 31,019 shares
    Change vs previous 13F +3,429 shares

    0.2% of the 13F portfolio, value $6,187,982.

    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 27,590 shares
    Change vs previous 13F +283 shares

    0.19% of the 13F portfolio, value $6,096,273.

    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 27,307 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $6,031,926.

    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).