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Disclosery

Spire Wealth Management: MBB position timeline

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

Spire Wealth Management held 8,881 MBB 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 8,881 shares
    Change vs previous 13F -896 shares

    0.03% of the 13F portfolio, value $839,433.

    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 9,777 shares
    Change vs previous 13F -488 shares

    0.03% of the 13F portfolio, value $928,349.

    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 10,265 shares
    Change vs previous 13F -2,395 shares

    0.03% of the 13F portfolio, value $977,388.

    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 12,660 shares
    Change vs previous 13F -1,914 shares

    0.04% of the 13F portfolio, value $1,204,575.

    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 14,574 shares
    Change vs previous 13F -1,073 shares

    0.05% of the 13F portfolio, value $1,368,384.

    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 15,647 shares
    Change vs previous 13F -1,078 shares

    0.05% of the 13F portfolio, value $1,467,349.

    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 16,725 shares
    Change vs previous 13F -354 shares

    0.05% of the 13F portfolio, value $1,533,380.

    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 17,079 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,636,365.

    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).