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Disclosery

Spire Wealth Management: PBAP position timeline

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

Spire Wealth Management held 32,015 PBAP 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 32,015 shares
    Change vs previous 13F +12,235 shares

    0.03% of the 13F portfolio, value $992,780.

    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 19,780 shares
    Change vs previous 13F -24,609 shares

    0.02% of the 13F portfolio, value $581,533.

    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 44,389 shares
    Change vs previous 13F -15,550 shares

    0.04% of the 13F portfolio, value $1,286,403.

    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 59,939 shares
    Change vs previous 13F -59,710 shares

    0.06% of the 13F portfolio, value $1,703,466.

    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 119,649 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,317,857.

    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).