Skip to content
Disclosery

Spire Wealth Management: PWV position timeline

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

Spire Wealth Management held 27,846 PWV 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 27,846 shares
    Change vs previous 13F -2,907 shares

    0.06% of the 13F portfolio, value $2,109,906.

    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 30,753 shares
    Change vs previous 13F +54 shares

    0.07% of the 13F portfolio, value $2,143,819.

    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 30,699 shares
    Change vs previous 13F -2,760 shares

    0.07% of the 13F portfolio, value $2,042,108.

    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 33,459 shares
    Change vs previous 13F +82 shares

    0.07% of the 13F portfolio, value $2,181,830.

    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 33,377 shares
    Change vs previous 13F +128 shares

    0.07% of the 13F portfolio, value $2,074,040.

    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 33,249 shares
    Change vs previous 13F +143 shares

    0.06% of the 13F portfolio, value $1,978,645.

    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 33,106 shares
    Change vs previous 13F +292 shares

    0.06% of the 13F portfolio, value $1,883,073.

    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 32,814 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,913,740.

    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).