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Disclosery

Spire Wealth Management: JBND position timeline

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

Spire Wealth Management held 633,749 JBND 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 633,749 shares
    Change vs previous 13F -17,259 shares

    1.02% of the 13F portfolio, value $33,905,573.

    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 651,008 shares
    Change vs previous 13F +360,246 shares

    1.19% of the 13F portfolio, value $35,004,721.

    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 290,762 shares
    Change vs previous 13F -6,474 shares

    0.53% of the 13F portfolio, value $15,721,479.

    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 297,236 shares
    Change vs previous 13F +297,203 shares

    0.55% of the 13F portfolio, value $16,098,302.

    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 33 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $1,768.

    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 32 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,713.

    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 32 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,672.

    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).