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Disclosery

Spire Wealth Management: SCCO position timeline

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

Spire Wealth Management held 8,438 SCCO 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 8,438 shares
    Change vs previous 13F +2,281 shares

    0.04% of the 13F portfolio, value $1,470,398.

    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 6,157 shares
    Change vs previous 13F -39,793 shares

    0.04% of the 13F portfolio, value $1,059,435.

    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 45,950 shares
    Change vs previous 13F +45,375 shares

    0.22% of the 13F portfolio, value $6,592,403.

    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 575 shares
    Change vs previous 13F +6 shares

    <0.01% of the 13F portfolio, value $69,800.

    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 569 shares
    Change vs previous 13F +248 shares

    <0.01% of the 13F portfolio, value $57,598.

    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 321 shares
    Change vs previous 13F -200 shares

    <0.01% of the 13F portfolio, value $29,960.

    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 521 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $47,489.

    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).