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Disclosery

Spire Wealth Management: RDDT position timeline

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

Spire Wealth Management held 966 RDDT 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 966 shares
    Change vs previous 13F +746 shares

    0.01% of the 13F portfolio, value $167,716.

    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 220 shares
    Change vs previous 13F -413 shares

    <0.01% of the 13F portfolio, value $29,652.

    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 633 shares
    Change vs previous 13F -387 shares

    <0.01% of the 13F portfolio, value $145,512.

    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 1,020 shares
    Change vs previous 13F +513 shares

    0.01% of the 13F portfolio, value $234,640.

    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 507 shares
    Change vs previous 13F +221 shares

    <0.01% of the 13F portfolio, value $76,372.

    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 286 shares
    Change vs previous 13F +71 shares

    <0.01% of the 13F portfolio, value $30,024.

    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 215 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $35,175.

    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).