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Disclosery

Spire Wealth Management: PFF position timeline

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

Spire Wealth Management held 23,809 PFF 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 23,809 shares
    Change vs previous 13F -3,085 shares

    0.02% of the 13F portfolio, value $725,947.

    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 26,894 shares
    Change vs previous 13F -1,598 shares

    0.03% of the 13F portfolio, value $815,430.

    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 28,492 shares
    Change vs previous 13F -20,021 shares

    0.03% of the 13F portfolio, value $882,120.

    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 48,513 shares
    Change vs previous 13F -10,016 shares

    0.05% of the 13F portfolio, value $1,533,993.

    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 58,529 shares
    Change vs previous 13F -552 shares

    0.06% of the 13F portfolio, value $1,795,673.

    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 59,081 shares
    Change vs previous 13F +190 shares

    0.06% of the 13F portfolio, value $1,815,555.

    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 58,891 shares
    Change vs previous 13F -98 shares

    0.06% of the 13F portfolio, value $1,851,547.

    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 58,989 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,960,205.

    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).