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Disclosery

Spire Wealth Management: IXUS position timeline

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

Spire Wealth Management held 47,722 IXUS 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 47,722 shares
    Change vs previous 13F +688 shares

    0.14% of the 13F portfolio, value $4,554,564.

    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 47,034 shares
    Change vs previous 13F +3,545 shares

    0.14% of the 13F portfolio, value $4,075,010.

    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 43,489 shares
    Change vs previous 13F +2,094 shares

    0.12% of the 13F portfolio, value $3,680,893.

    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 41,395 shares
    Change vs previous 13F +678 shares

    0.12% of the 13F portfolio, value $3,418,398.

    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 40,717 shares
    Change vs previous 13F -153 shares

    0.11% of the 13F portfolio, value $3,147,598.

    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 40,870 shares
    Change vs previous 13F +1,127 shares

    0.09% of the 13F portfolio, value $2,853,168.

    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 39,743 shares
    Change vs previous 13F +5,471 shares

    0.08% of the 13F portfolio, value $2,628,600.

    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 34,272 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,489,163.

    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).