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Spire Wealth Management: PRF position timeline

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

Spire Wealth Management held 9,564 PRF 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 9,564 shares
    Change vs previous 13F -93 shares

    0.02% of the 13F portfolio, value $516,755.

    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 9,657 shares
    Change vs previous 13F +158 shares

    0.02% of the 13F portfolio, value $458,987.

    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 9,499 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $445,703.

    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 9,490 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $429,063.

    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 9,481 shares
    Change vs previous 13F -3,061 shares

    0.01% of the 13F portfolio, value $400,764.

    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 12,542 shares
    Change vs previous 13F -1,035 shares

    0.02% of the 13F portfolio, value $506,825.

    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 13,577 shares
    Change vs previous 13F -332 shares

    0.02% of the 13F portfolio, value $547,705.

    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 13,909 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $565,115.

    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).