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Disclosery

Spire Wealth Management: PHYS position timeline

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

Spire Wealth Management held 1,377 PHYS 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 1,377 shares
    Change vs previous 13F -15,116 shares

    <0.01% of the 13F portfolio, value $41,544.

    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 16,493 shares
    Change vs previous 13F +13,106 shares

    0.02% of the 13F portfolio, value $584,512.

    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 3,387 shares
    Change vs previous 13F -8,857 shares

    <0.01% of the 13F portfolio, value $111,839.

    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 12,244 shares
    Change vs previous 13F -98,614 shares

    0.01% of the 13F portfolio, value $362,667.

    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 110,858 shares
    Change vs previous 13F -15,353 shares

    0.1% of the 13F portfolio, value $2,810,250.

    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 126,211 shares
    Change vs previous 13F +13,618 shares

    0.1% of the 13F portfolio, value $3,036,637.

    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 112,593 shares
    Change vs previous 13F +5,959 shares

    0.07% of the 13F portfolio, value $2,267,623.

    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 106,634 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,173,201.

    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).