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Disclosery

Spire Wealth Management: IYW position timeline

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

Spire Wealth Management held 45,565 IYW 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 45,565 shares
    Change vs previous 13F -457 shares

    0.35% of the 13F portfolio, value $11,492,950.

    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 46,022 shares
    Change vs previous 13F -1,172 shares

    0.28% of the 13F portfolio, value $8,349,308.

    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 47,194 shares
    Change vs previous 13F -3,847 shares

    0.32% of the 13F portfolio, value $9,423,617.

    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 51,041 shares
    Change vs previous 13F -2,017 shares

    0.34% of the 13F portfolio, value $9,996,911.

    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 53,058 shares
    Change vs previous 13F -2,007 shares

    0.33% of the 13F portfolio, value $9,193,302.

    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 55,065 shares
    Change vs previous 13F -245 shares

    0.25% of the 13F portfolio, value $7,733,285.

    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 55,310 shares
    Change vs previous 13F +103 shares

    0.27% of the 13F portfolio, value $8,822,996.

    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 55,207 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $8,370,552.

    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).