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Spire Wealth Management: NDAQ position timeline

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

Spire Wealth Management held 3,664 NDAQ 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 3,664 shares
    Change vs previous 13F -227 shares

    0.01% of the 13F portfolio, value $288,769.

    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 3,891 shares
    Change vs previous 13F +44 shares

    0.01% of the 13F portfolio, value $330,276.

    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 3,847 shares
    Change vs previous 13F -130 shares

    0.01% of the 13F portfolio, value $373,613.

    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 3,977 shares
    Change vs previous 13F +595 shares

    0.01% of the 13F portfolio, value $351,734.

    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 3,382 shares
    Change vs previous 13F -7,652 shares

    0.01% of the 13F portfolio, value $302,374.

    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 11,034 shares
    Change vs previous 13F -11 shares

    0.03% of the 13F portfolio, value $837,028.

    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 11,045 shares
    Change vs previous 13F +1,203 shares

    0.03% of the 13F portfolio, value $853,913.

    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 9,842 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $718,528.

    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).