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Disclosery

Spire Wealth Management: JEPQ position timeline

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

Spire Wealth Management held 159,768 JEPQ 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 159,768 shares
    Change vs previous 13F +19,111 shares

    0.3% of the 13F portfolio, value $9,819,352.

    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 140,657 shares
    Change vs previous 13F +30,560 shares

    0.27% of the 13F portfolio, value $7,809,294.

    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 110,097 shares
    Change vs previous 13F +58,060 shares

    0.21% of the 13F portfolio, value $6,398,830.

    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 52,037 shares
    Change vs previous 13F -13,387 shares

    0.1% of the 13F portfolio, value $2,993,158.

    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 65,424 shares
    Change vs previous 13F -4,266 shares

    0.13% of the 13F portfolio, value $3,559,067.

    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 69,690 shares
    Change vs previous 13F +12,037 shares

    0.12% of the 13F portfolio, value $3,608,572.

    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 57,653 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,250,463.

    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).