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Spire Wealth Management: PSLV position timeline

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

Spire Wealth Management held 4,330 PSLV 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 4,330 shares
    Change vs previous 13F -1,557 shares

    <0.01% of the 13F portfolio, value $81,707.

    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 5,887 shares
    Change vs previous 13F -5,800 shares

    <0.01% of the 13F portfolio, value $143,584.

    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 11,687 shares
    Change vs previous 13F +8,500 shares

    0.01% of the 13F portfolio, value $276,398.

    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 3,187 shares
    Change vs previous 13F -188,243 shares

    <0.01% of the 13F portfolio, value $50,036.

    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 191,430 shares
    Change vs previous 13F -21,609 shares

    0.08% of the 13F portfolio, value $2,343,103.

    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 213,039 shares
    Change vs previous 13F +12,916 shares

    0.08% of the 13F portfolio, value $2,471,252.

    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 200,123 shares
    Change vs previous 13F -2,474 shares

    0.06% of the 13F portfolio, value $1,931,187.

    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 202,597 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,117,139.

    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).