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Disclosery

Spire Wealth Management: IYE position timeline

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

Spire Wealth Management held 5,988 IYE 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 5,988 shares
    Change vs previous 13F +30 shares

    0.01% of the 13F portfolio, value $338,874.

    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 5,958 shares
    Change vs previous 13F +26 shares

    0.01% of the 13F portfolio, value $385,929.

    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 5,932 shares
    Change vs previous 13F +25 shares

    0.01% of the 13F portfolio, value $281,941.

    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 5,907 shares
    Change vs previous 13F +491 shares

    0.01% of the 13F portfolio, value $280,714.

    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 5,416 shares
    Change vs previous 13F -64 shares

    0.01% of the 13F portfolio, value $244,908.

    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 5,480 shares
    Change vs previous 13F -46 shares

    0.01% of the 13F portfolio, value $270,180.

    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 5,526 shares
    Change vs previous 13F -38 shares

    0.01% of the 13F portfolio, value $251,811.

    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 5,564 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $257,824.

    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).