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Disclosery

Spire Wealth Management: IWS position timeline

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

Spire Wealth Management held 3,815 IWS 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 3,815 shares
    Change vs previous 13F -1,046 shares

    0.02% of the 13F portfolio, value $627,900.

    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 4,861 shares
    Change vs previous 13F +35 shares

    0.02% of the 13F portfolio, value $708,424.

    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 4,826 shares
    Change vs previous 13F +36 shares

    0.02% of the 13F portfolio, value $680,661.

    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 4,790 shares
    Change vs previous 13F +451 shares

    0.02% of the 13F portfolio, value $669,070.

    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 4,339 shares
    Change vs previous 13F -546 shares

    0.02% of the 13F portfolio, value $573,368.

    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 4,885 shares
    Change vs previous 13F -100 shares

    0.02% of the 13F portfolio, value $615,344.

    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 4,985 shares
    Change vs previous 13F -90 shares

    0.02% of the 13F portfolio, value $644,710.

    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 5,075 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $671,208.

    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).