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Disclosery

Spire Wealth Management: SCHP position timeline

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

Spire Wealth Management held 10,460 SCHP 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 10,460 shares
    Change vs previous 13F -2,357 shares

    0.01% of the 13F portfolio, value $277,200.

    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 12,817 shares
    Change vs previous 13F +2,174 shares

    0.01% of the 13F portfolio, value $341,058.

    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 10,643 shares
    Change vs previous 13F +849 shares

    0.01% of the 13F portfolio, value $281,931.

    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 9,794 shares
    Change vs previous 13F -105 shares

    0.01% of the 13F portfolio, value $263,957.

    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 9,899 shares
    Change vs previous 13F -2,339 shares

    0.01% of the 13F portfolio, value $264,115.

    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 12,238 shares
    Change vs previous 13F -206 shares

    0.01% of the 13F portfolio, value $329,073.

    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 12,444 shares
    Change vs previous 13F +5,860 shares

    0.01% of the 13F portfolio, value $321,429.

    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 6,584 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $353,080.

    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).