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Disclosery

Spire Wealth Management: SCHM position timeline

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

Spire Wealth Management held 13,881 SCHM 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 13,881 shares
    Change vs previous 13F -31 shares

    0.02% of the 13F portfolio, value $511,782.

    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 13,912 shares
    Change vs previous 13F -3,146 shares

    0.01% of the 13F portfolio, value $430,731.

    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 17,058 shares
    Change vs previous 13F +967 shares

    0.02% of the 13F portfolio, value $512,926.

    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 16,091 shares
    Change vs previous 13F +39 shares

    0.02% of the 13F portfolio, value $476,937.

    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 16,052 shares
    Change vs previous 13F -1,707 shares

    0.02% of the 13F portfolio, value $450,272.

    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 17,759 shares
    Change vs previous 13F -806 shares

    0.01% of the 13F portfolio, value $465,282.

    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 18,565 shares
    Change vs previous 13F +12,349 shares

    0.02% of the 13F portfolio, value $514,437.

    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 6,216 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $516,500.

    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).