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Spire Wealth Management: MCK position timeline

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

Spire Wealth Management held 14,027 MCK 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 14,027 shares
    Change vs previous 13F +399 shares

    0.32% of the 13F portfolio, value $10,601,818.

    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 13,628 shares
    Change vs previous 13F -172 shares

    0.4% of the 13F portfolio, value $11,792,819.

    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 13,800 shares
    Change vs previous 13F -316 shares

    0.38% of the 13F portfolio, value $11,319,681.

    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 14,116 shares
    Change vs previous 13F +2,321 shares

    0.37% of the 13F portfolio, value $10,905,433.

    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 11,795 shares
    Change vs previous 13F -7,047 shares

    0.3% of the 13F portfolio, value $8,440,776.

    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 18,842 shares
    Change vs previous 13F -384 shares

    0.41% of the 13F portfolio, value $12,680,592.

    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 19,226 shares
    Change vs previous 13F +1,981 shares

    0.34% of the 13F portfolio, value $10,956,941.

    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 17,245 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $8,526,033.

    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).