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Disclosery

Spire Wealth Management: JCPB position timeline

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

Spire Wealth Management held 531,055 JCPB 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 531,055 shares
    Change vs previous 13F +14 shares

    0.75% of the 13F portfolio, value $24,927,699.

    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 531,041 shares
    Change vs previous 13F +113,953 shares

    0.85% of the 13F portfolio, value $25,001,401.

    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 417,088 shares
    Change vs previous 13F +1,713 shares

    0.66% of the 13F portfolio, value $19,749,113.

    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 415,375 shares
    Change vs previous 13F -4,318 shares

    0.67% of the 13F portfolio, value $19,751,081.

    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 419,693 shares
    Change vs previous 13F -55,351 shares

    0.71% of the 13F portfolio, value $19,628,564.

    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 475,044 shares
    Change vs previous 13F +474,980 shares

    0.72% of the 13F portfolio, value $22,346,070.

    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 64 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $2,948.

    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 63 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,039.

    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).