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Disclosery

Spire Wealth Management: PDI position timeline

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

Spire Wealth Management held 14,776 PDI 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 14,776 shares
    Change vs previous 13F -2,622 shares

    0.01% of the 13F portfolio, value $246,754.

    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 17,398 shares
    Change vs previous 13F +3,099 shares

    0.01% of the 13F portfolio, value $297,680.

    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 14,299 shares
    Change vs previous 13F +750 shares

    0.01% of the 13F portfolio, value $253,242.

    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 13,549 shares
    Change vs previous 13F -2,640 shares

    0.01% of the 13F portfolio, value $268,272.

    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 16,189 shares
    Change vs previous 13F -2,752 shares

    0.01% of the 13F portfolio, value $307,098.

    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 18,941 shares
    Change vs previous 13F +2,859 shares

    0.01% of the 13F portfolio, value $375,042.

    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 16,082 shares
    Change vs previous 13F -6,502 shares

    0.01% of the 13F portfolio, value $294,947.

    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 22,584 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $457,784.

    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).