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Disclosery

Spire Wealth Management: PM position timeline

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

Spire Wealth Management held 13,253 PM 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 13,253 shares
    Change vs previous 13F +418 shares

    0.07% of the 13F portfolio, value $2,397,612.

    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 12,835 shares
    Change vs previous 13F -100 shares

    0.07% of the 13F portfolio, value $2,122,121.

    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 12,935 shares
    Change vs previous 13F -30,353 shares

    0.07% of the 13F portfolio, value $2,074,851.

    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 43,288 shares
    Change vs previous 13F +30,400 shares

    0.24% of the 13F portfolio, value $7,021,309.

    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 12,888 shares
    Change vs previous 13F -4,628 shares

    0.08% of the 13F portfolio, value $2,337,262.

    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 17,516 shares
    Change vs previous 13F +70 shares

    0.09% of the 13F portfolio, value $2,780,312.

    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 17,446 shares
    Change vs previous 13F +197 shares

    0.07% of the 13F portfolio, value $2,099,674.

    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 17,249 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,093,970.

    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).