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Disclosery

Spire Wealth Management: IWP position timeline

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

Spire Wealth Management held 6,160 IWP 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 6,160 shares
    Change vs previous 13F -5,045 shares

    0.03% of the 13F portfolio, value $901,959.

    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 11,205 shares
    Change vs previous 13F -3,469 shares

    0.05% of the 13F portfolio, value $1,435,581.

    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 14,674 shares
    Change vs previous 13F +1,789 shares

    0.07% of the 13F portfolio, value $2,009,463.

    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 12,885 shares
    Change vs previous 13F +1,373 shares

    0.06% of the 13F portfolio, value $1,834,883.

    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 11,512 shares
    Change vs previous 13F -514 shares

    0.06% of the 13F portfolio, value $1,596,549.

    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 12,026 shares
    Change vs previous 13F +501 shares

    0.05% of the 13F portfolio, value $1,412,895.

    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 11,525 shares
    Change vs previous 13F +3,666 shares

    0.05% of the 13F portfolio, value $1,460,855.

    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 7,859 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $921,831.

    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).