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Disclosery

Spire Wealth Management: PEP position timeline

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

Spire Wealth Management held 6,000 PEP 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 6,000 shares
    Change vs previous 13F -614 shares

    0.02% of the 13F portfolio, value $812,360.

    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 6,614 shares
    Change vs previous 13F -382 shares

    0.04% of the 13F portfolio, value $1,027,077.

    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 6,996 shares
    Change vs previous 13F -87 shares

    0.03% of the 13F portfolio, value $1,004,054.

    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 7,083 shares
    Change vs previous 13F -1,138 shares

    0.03% of the 13F portfolio, value $994,802.

    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 8,221 shares
    Change vs previous 13F -24,742 shares

    0.04% of the 13F portfolio, value $1,085,462.

    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 32,963 shares
    Change vs previous 13F +13,979 shares

    0.16% of the 13F portfolio, value $4,942,489.

    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 18,984 shares
    Change vs previous 13F -8,166 shares

    0.09% of the 13F portfolio, value $2,886,665.

    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 27,150 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,616,921.

    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).