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Disclosery

Spire Wealth Management: PWR position timeline

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

Spire Wealth Management held 24,272 PWR 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 24,272 shares
    Change vs previous 13F -185 shares

    0.53% of the 13F portfolio, value $17,461,052.

    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 24,457 shares
    Change vs previous 13F +2,536 shares

    0.46% of the 13F portfolio, value $13,427,308.

    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 21,921 shares
    Change vs previous 13F -3,799 shares

    0.31% of the 13F portfolio, value $9,252,109.

    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 25,720 shares
    Change vs previous 13F +25,201 shares

    0.36% of the 13F portfolio, value $10,659,002.

    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 519 shares
    Change vs previous 13F -34,987 shares

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 35,506 shares
    Change vs previous 13F +4,290 shares

    0.29% of the 13F portfolio, value $9,024,887.

    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 31,216 shares
    Change vs previous 13F -2,373 shares

    0.31% of the 13F portfolio, value $9,865,807.

    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 33,589 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $10,014,471.

    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).