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Disclosery

Spire Wealth Management: PWB position timeline

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

Spire Wealth Management held 34,644 PWB 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 34,644 shares
    Change vs previous 13F +1,317 shares

    0.18% of the 13F portfolio, value $5,836,138.

    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 33,327 shares
    Change vs previous 13F +959 shares

    0.14% of the 13F portfolio, value $4,196,833.

    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 32,368 shares
    Change vs previous 13F +7,111 shares

    0.14% of the 13F portfolio, value $4,114,352.

    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 25,257 shares
    Change vs previous 13F +1,056 shares

    0.11% of the 13F portfolio, value $3,167,681.

    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 24,201 shares
    Change vs previous 13F -10,173 shares

    0.1% of the 13F portfolio, value $2,842,165.

    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 34,374 shares
    Change vs previous 13F -865 shares

    0.11% of the 13F portfolio, value $3,301,234.

    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 35,239 shares
    Change vs previous 13F -608 shares

    0.11% of the 13F portfolio, value $3,585,196.

    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 35,847 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,537,439.

    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).