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Disclosery

Spire Wealth Management: QYLD position timeline

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

Spire Wealth Management held 10,093 QYLD 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 10,093 shares
    Change vs previous 13F +6,177 shares

    0.01% of the 13F portfolio, value $186,016.

    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 3,916 shares
    Change vs previous 13F -3,998 shares

    <0.01% of the 13F portfolio, value $67,159.

    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 7,914 shares
    Change vs previous 13F +3,287 shares

    <0.01% of the 13F portfolio, value $139,840.

    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 4,627 shares
    Change vs previous 13F -3,373 shares

    <0.01% of the 13F portfolio, value $78,706.

    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 8,000 shares
    Change vs previous 13F +3,062 shares

    <0.01% of the 13F portfolio, value $133,763.

    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 4,938 shares
    Change vs previous 13F -6,687 shares

    <0.01% of the 13F portfolio, value $82,119.

    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 11,625 shares
    Change vs previous 13F +2,025 shares

    0.01% of the 13F portfolio, value $211,808.

    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 9,600 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $173,184.

    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).