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Disclosery

Spire Wealth Management: PBR position timeline

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

Spire Wealth Management held 5,057 PBR 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 5,057 shares
    Change vs previous 13F -1,507 shares

    <0.01% of the 13F portfolio, value $81,717.

    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 6,564 shares
    Change vs previous 13F -471 shares

    <0.01% of the 13F portfolio, value $136,199.

    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 7,035 shares
    Change vs previous 13F +957 shares

    <0.01% of the 13F portfolio, value $83,364.

    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 6,078 shares
    Change vs previous 13F +16 shares

    <0.01% of the 13F portfolio, value $76,949.

    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 6,062 shares
    Change vs previous 13F +104 shares

    <0.01% of the 13F portfolio, value $75,836.

    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 5,958 shares
    Change vs previous 13F -376 shares

    <0.01% of the 13F portfolio, value $85,445.

    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 6,334 shares
    Change vs previous 13F -662 shares

    <0.01% of the 13F portfolio, value $81,453.

    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 6,996 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $100,812.

    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).