Skip to content
Disclosery

Spire Wealth Management: PRFZ position timeline

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

Spire Wealth Management held 7,227 PRFZ 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 7,227 shares
    Change vs previous 13F -183 shares

    0.01% of the 13F portfolio, value $403,051.

    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 7,410 shares
    Change vs previous 13F +295 shares

    0.01% of the 13F portfolio, value $339,875.

    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 7,115 shares
    Change vs previous 13F +11 shares

    0.01% of the 13F portfolio, value $326,488.

    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 7,104 shares
    Change vs previous 13F -55 shares

    0.01% of the 13F portfolio, value $322,675.

    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 7,159 shares
    Change vs previous 13F -659 shares

    0.01% of the 13F portfolio, value $291,174.

    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 7,818 shares
    Change vs previous 13F -826 shares

    0.01% of the 13F portfolio, value $296,000.

    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 8,644 shares
    Change vs previous 13F +403 shares

    0.01% of the 13F portfolio, value $359,685.

    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 8,241 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $342,432.

    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).