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Disclosery

Spire Wealth Management: OEF position timeline

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

Spire Wealth Management held 5,613 OEF 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 5,613 shares
    Change vs previous 13F -287 shares

    0.06% of the 13F portfolio, value $2,053,727.

    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 5,900 shares
    Change vs previous 13F -887 shares

    0.06% of the 13F portfolio, value $1,876,515.

    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 6,787 shares
    Change vs previous 13F +423 shares

    0.08% of the 13F portfolio, value $2,327,876.

    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 6,364 shares
    Change vs previous 13F +518 shares

    0.07% of the 13F portfolio, value $2,118,266.

    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 5,846 shares
    Change vs previous 13F +1,101 shares

    0.06% of the 13F portfolio, value $1,779,306.

    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 4,745 shares
    Change vs previous 13F +156 shares

    0.04% of the 13F portfolio, value $1,285,141.

    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 4,589 shares
    Change vs previous 13F +111 shares

    0.04% of the 13F portfolio, value $1,325,574.

    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 4,478 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,239,352.

    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).