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Disclosery

Spire Wealth Management: IYM position timeline

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

Spire Wealth Management held 2,628 IYM 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 2,628 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $471,717.

    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 2,624 shares
    Change vs previous 13F +54 shares

    0.02% of the 13F portfolio, value $461,604.

    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 2,570 shares
    Change vs previous 13F -293 shares

    0.01% of the 13F portfolio, value $395,681.

    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 2,863 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $424,389.

    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 2,858 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $400,134.

    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 2,850 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $384,195.

    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 2,842 shares
    Change vs previous 13F -47 shares

    0.01% of the 13F portfolio, value $369,288.

    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 2,889 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $433,850.

    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).