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Disclosery

Spire Wealth Management: MSFT position timeline

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

Spire Wealth Management held 131,257 MSFT 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 131,257 shares
    Change vs previous 13F -813 shares

    1.48% of the 13F portfolio, value $48,974,749.

    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 132,070 shares
    Change vs previous 13F -5,115 shares

    1.67% of the 13F portfolio, value $48,888,196.

    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 137,185 shares
    Change vs previous 13F +1,019 shares

    2.22% of the 13F portfolio, value $66,345,482.

    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 136,166 shares
    Change vs previous 13F +3,757 shares

    2.4% of the 13F portfolio, value $70,527,140.

    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 132,409 shares
    Change vs previous 13F -50,668 shares

    2.35% of the 13F portfolio, value $65,456,425.

    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 183,077 shares
    Change vs previous 13F +9,726 shares

    2.2% of the 13F portfolio, value $68,725,399.

    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 173,351 shares
    Change vs previous 13F -1,556 shares

    2.27% of the 13F portfolio, value $73,067,308.

    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 174,907 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $75,262,634.

    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).