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Disclosery

Spire Wealth Management: PSEC position timeline

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

Spire Wealth Management held 104,196 PSEC 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 104,196 shares
    Change vs previous 13F +1,588 shares

    0.01% of the 13F portfolio, value $240,693.

    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 102,608 shares
    Change vs previous 13F +558 shares

    0.01% of the 13F portfolio, value $267,808.

    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 102,050 shares
    Change vs previous 13F -80,464 shares

    0.01% of the 13F portfolio, value $264,310.

    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 182,514 shares
    Change vs previous 13F +24,639 shares

    0.02% of the 13F portfolio, value $501,915.

    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 157,875 shares
    Change vs previous 13F +45,486 shares

    0.02% of the 13F portfolio, value $502,042.

    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 112,389 shares
    Change vs previous 13F +20,245 shares

    0.01% of the 13F portfolio, value $460,795.

    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 92,144 shares
    Change vs previous 13F +66,911 shares

    0.01% of the 13F portfolio, value $397,140.

    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 25,233 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $134,999.

    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).