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Disclosery

Spire Wealth Management: PPA position timeline

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

Spire Wealth Management held 16,173 PPA 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 16,173 shares
    Change vs previous 13F +1,471 shares

    0.09% of the 13F portfolio, value $2,857,013.

    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 14,702 shares
    Change vs previous 13F +3,111 shares

    0.08% of the 13F portfolio, value $2,436,039.

    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 11,591 shares
    Change vs previous 13F +2,027 shares

    0.06% of the 13F portfolio, value $1,815,573.

    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 9,564 shares
    Change vs previous 13F +3,552 shares

    0.05% of the 13F portfolio, value $1,486,779.

    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 6,012 shares
    Change vs previous 13F +2,494 shares

    0.03% of the 13F portfolio, value $851,857.

    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 3,518 shares
    Change vs previous 13F +330 shares

    0.01% of the 13F portfolio, value $410,009.

    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 3,188 shares
    Change vs previous 13F +2,293 shares

    0.01% of the 13F portfolio, value $365,744.

    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 895 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $102,939.

    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).