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Disclosery

Spire Wealth Management: JEPI position timeline

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

Spire Wealth Management held 110,034 JEPI 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 110,034 shares
    Change vs previous 13F -137 shares

    0.19% of the 13F portfolio, value $6,214,746.

    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 110,171 shares
    Change vs previous 13F +2,463 shares

    0.21% of the 13F portfolio, value $6,244,469.

    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 107,708 shares
    Change vs previous 13F +2,743 shares

    0.21% of the 13F portfolio, value $6,165,216.

    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 104,965 shares
    Change vs previous 13F -52,651 shares

    0.2% of the 13F portfolio, value $5,993,476.

    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 157,616 shares
    Change vs previous 13F +6,391 shares

    0.32% of the 13F portfolio, value $8,960,476.

    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 151,225 shares
    Change vs previous 13F +31,551 shares

    0.28% of the 13F portfolio, value $8,641,020.

    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 119,674 shares
    Change vs previous 13F +6,308 shares

    0.21% of the 13F portfolio, value $6,884,852.

    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 113,366 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $6,746,414.

    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).