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Disclosery

Spire Wealth Management: ROST position timeline

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

Spire Wealth Management held 13,189 ROST 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 13,189 shares
    Change vs previous 13F +13,009 shares

    0.08% of the 13F portfolio, value $2,807,042.

    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 180 shares
    Change vs previous 13F -641 shares

    <0.01% of the 13F portfolio, value $38,994.

    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 821 shares
    Change vs previous 13F +274 shares

    <0.01% of the 13F portfolio, value $147,901.

    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 547 shares
    Change vs previous 13F +245 shares

    <0.01% of the 13F portfolio, value $83,357.

    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 302 shares
    Change vs previous 13F -2,012 shares

    <0.01% of the 13F portfolio, value $38,529.

    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 2,314 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $295,706.

    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 2,306 shares
    Change vs previous 13F +26 shares

    0.01% of the 13F portfolio, value $348,829.

    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 2,280 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $343,163.

    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).