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Spire Wealth Management: KDP position timeline

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

Spire Wealth Management held 327 KDP 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 327 shares
    Change vs previous 13F -256 shares

    <0.01% of the 13F portfolio, value $10,714.

    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 583 shares
    Change vs previous 13F -1,038 shares

    <0.01% of the 13F portfolio, value $15,352.

    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 1,621 shares
    Change vs previous 13F -2,274 shares

    <0.01% of the 13F portfolio, value $45,413.

    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 3,895 shares
    Change vs previous 13F +3,468 shares

    <0.01% of the 13F portfolio, value $99,361.

    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 427 shares
    Change vs previous 13F +205 shares

    <0.01% of the 13F portfolio, value $14,117.

    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 222 shares
    Change vs previous 13F -79 shares

    <0.01% of the 13F portfolio, value $7,597.

    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 301 shares
    Change vs previous 13F +131 shares

    <0.01% of the 13F portfolio, value $9,657.

    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 170 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,372.

    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).