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Disclosery

Spire Wealth Management: META position timeline

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

Spire Wealth Management held 42,751 META 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 42,751 shares
    Change vs previous 13F -10,305 shares

    0.73% of the 13F portfolio, value $24,088,366.

    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 53,056 shares
    Change vs previous 13F -2,036 shares

    1.04% of the 13F portfolio, value $30,354,850.

    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 55,092 shares
    Change vs previous 13F -2,299 shares

    1.22% of the 13F portfolio, value $36,365,664.

    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 57,391 shares
    Change vs previous 13F +794 shares

    1.43% of the 13F portfolio, value $42,146,977.

    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 56,597 shares
    Change vs previous 13F -14,299 shares

    1.49% of the 13F portfolio, value $41,558,049.

    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 70,896 shares
    Change vs previous 13F -2,916 shares

    1.31% of the 13F portfolio, value $40,861,336.

    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 73,812 shares
    Change vs previous 13F +7,246 shares

    1.34% of the 13F portfolio, value $43,217,817.

    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 66,566 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $38,105,072.

    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).