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Disclosery

Spire Wealth Management: IYF position timeline

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

Spire Wealth Management held 1,674 IYF 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 1,674 shares
    Change vs previous 13F -360 shares

    0.01% of the 13F portfolio, value $213,470.

    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 2,034 shares
    Change vs previous 13F -17,512 shares

    0.01% of the 13F portfolio, value $239,337.

    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 19,546 shares
    Change vs previous 13F +1,062 shares

    0.08% of the 13F portfolio, value $2,520,084.

    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 18,484 shares
    Change vs previous 13F +1,079 shares

    0.08% of the 13F portfolio, value $2,340,832.

    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 17,405 shares
    Change vs previous 13F +685 shares

    0.08% of the 13F portfolio, value $2,105,848.

    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 16,720 shares
    Change vs previous 13F +1,461 shares

    0.06% of the 13F portfolio, value $1,886,868.

    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 15,259 shares
    Change vs previous 13F +14,408 shares

    0.05% of the 13F portfolio, value $1,687,356.

    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 851 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $88,433.

    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).