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Disclosery

Spire Wealth Management: PECO position timeline

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

Spire Wealth Management held 9,971 PECO 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 9,971 shares
    Change vs previous 13F -2,946 shares

    0.01% of the 13F portfolio, value $414,981.

    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 12,917 shares
    Change vs previous 13F -2,727 shares

    0.02% of the 13F portfolio, value $483,356.

    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 15,644 shares
    Change vs previous 13F +86 shares

    0.02% of the 13F portfolio, value $556,448.

    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 15,558 shares
    Change vs previous 13F -920 shares

    0.02% of the 13F portfolio, value $534,103.

    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 16,478 shares
    Change vs previous 13F -17,002 shares

    0.02% of the 13F portfolio, value $577,215.

    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 33,480 shares
    Change vs previous 13F -1,462 shares

    0.04% of the 13F portfolio, value $1,221,676.

    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 34,942 shares
    Change vs previous 13F +70 shares

    0.04% of the 13F portfolio, value $1,308,931.

    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 34,872 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,315,007.

    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).