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Disclosery

Spire Wealth Management: SCHF position timeline

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

Spire Wealth Management held 14,516 SCHF 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 14,516 shares
    Change vs previous 13F -1,225 shares

    0.01% of the 13F portfolio, value $402,088.

    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 15,741 shares
    Change vs previous 13F +614 shares

    0.01% of the 13F portfolio, value $389,586.

    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 15,127 shares
    Change vs previous 13F +4,183 shares

    0.01% of the 13F portfolio, value $363,645.

    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 10,944 shares
    Change vs previous 13F +1,180 shares

    0.01% of the 13F portfolio, value $254,781.

    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 9,764 shares
    Change vs previous 13F -2,817 shares

    0.01% of the 13F portfolio, value $215,788.

    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 12,581 shares
    Change vs previous 13F +175 shares

    0.01% of the 13F portfolio, value $248,856.

    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 12,406 shares
    Change vs previous 13F +7,295 shares

    0.01% of the 13F portfolio, value $229,515.

    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 5,111 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $210,185.

    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).