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Disclosery

Spire Wealth Management: OCTT position timeline

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

Spire Wealth Management held 5,705 OCTT 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 5,705 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $265,858.

    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 5,705 shares
    Change vs previous 13F -1 shares

    0.01% of the 13F portfolio, value $241,440.

    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 5,706 shares
    Change vs previous 13F +585 shares

    0.01% of the 13F portfolio, value $248,250.

    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 5,121 shares
    Change vs previous 13F -2,356 shares

    0.01% of the 13F portfolio, value $218,274.

    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 7,477 shares
    Change vs previous 13F -4,958 shares

    0.01% of the 13F portfolio, value $300,127.

    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 12,435 shares
    Change vs previous 13F -6,736 shares

    0.01% of the 13F portfolio, value $462,827.

    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 19,171 shares
    Change vs previous 13F +2,895 shares

    0.02% of the 13F portfolio, value $732,725.

    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 16,276 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $610,669.

    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).