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Disclosery

Spire Wealth Management: PFEB position timeline

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

Spire Wealth Management held 31,165 PFEB 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 31,165 shares
    Change vs previous 13F +122 shares

    0.04% of the 13F portfolio, value $1,341,949.

    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 31,043 shares
    Change vs previous 13F +17,482 shares

    0.04% of the 13F portfolio, value $1,244,821.

    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 13,561 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $552,200.

    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 13,561 shares
    Change vs previous 13F -141 shares

    0.02% of the 13F portfolio, value $538,247.

    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 13,702 shares
    Change vs previous 13F -1,255 shares

    0.02% of the 13F portfolio, value $520,813.

    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 14,957 shares
    Change vs previous 13F +1,342 shares

    0.02% of the 13F portfolio, value $535,760.

    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 13,615 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $501,032.

    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 13,615 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $490,685.

    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).