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Disclosery

Spire Wealth Management: QUAL position timeline

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

Spire Wealth Management held 37,021 QUAL 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 37,021 shares
    Change vs previous 13F -5,908 shares

    0.25% of the 13F portfolio, value $8,123,608.

    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 42,929 shares
    Change vs previous 13F -1,900 shares

    0.28% of the 13F portfolio, value $8,234,167.

    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 44,829 shares
    Change vs previous 13F -5,906 shares

    0.3% of the 13F portfolio, value $8,903,952.

    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 50,735 shares
    Change vs previous 13F -1,265 shares

    0.34% of the 13F portfolio, value $9,867,935.

    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 52,000 shares
    Change vs previous 13F -16,859 shares

    0.34% of the 13F portfolio, value $9,506,588.

    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 68,859 shares
    Change vs previous 13F +2,220 shares

    0.38% of the 13F portfolio, value $11,767,236.

    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 66,639 shares
    Change vs previous 13F +1,978 shares

    0.37% of the 13F portfolio, value $11,867,065.

    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 64,661 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $11,593,635.

    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).