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Disclosery

Spire Wealth Management: PBSE position timeline

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

Spire Wealth Management held 80,872 PBSE 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 80,872 shares
    Change vs previous 13F -23,997 shares

    0.08% of the 13F portfolio, value $2,496,527.

    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 104,869 shares
    Change vs previous 13F -189 shares

    0.1% of the 13F portfolio, value $3,056,922.

    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 105,058 shares
    Change vs previous 13F -5,769 shares

    0.1% of the 13F portfolio, value $3,094,996.

    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 110,827 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,207,332.

    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).