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Disclosery

Spire Wealth Management: LQD position timeline

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

Spire Wealth Management held 2,665 LQD 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 2,665 shares
    Change vs previous 13F -8,181 shares

    0.01% of the 13F portfolio, value $290,719.

    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 10,846 shares
    Change vs previous 13F -4,387 shares

    0.04% of the 13F portfolio, value $1,182,089.

    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 15,233 shares
    Change vs previous 13F +10,811 shares

    0.06% of the 13F portfolio, value $1,678,476.

    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 4,422 shares
    Change vs previous 13F +2,259 shares

    0.02% of the 13F portfolio, value $492,931.

    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 2,163 shares
    Change vs previous 13F -10 shares

    0.01% of the 13F portfolio, value $237,076.

    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 2,173 shares
    Change vs previous 13F -144 shares

    0.01% of the 13F portfolio, value $236,184.

    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 2,317 shares
    Change vs previous 13F +988 shares

    0.01% of the 13F portfolio, value $247,582.

    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 1,329 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $150,205.

    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).