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Disclosery

Spire Wealth Management: SCHR position timeline

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

Spire Wealth Management held 91,879 SCHR 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 91,879 shares
    Change vs previous 13F -9,102 shares

    0.07% of the 13F portfolio, value $2,265,734.

    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 100,981 shares
    Change vs previous 13F -3,579 shares

    0.09% of the 13F portfolio, value $2,515,432.

    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 104,560 shares
    Change vs previous 13F +505 shares

    0.09% of the 13F portfolio, value $2,622,368.

    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 104,055 shares
    Change vs previous 13F -2,441 shares

    0.09% of the 13F portfolio, value $2,614,902.

    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 106,496 shares
    Change vs previous 13F -6,427 shares

    0.1% of the 13F portfolio, value $2,665,585.

    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 112,923 shares
    Change vs previous 13F -10,180 shares

    0.09% of the 13F portfolio, value $2,807,275.

    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 123,103 shares
    Change vs previous 13F +59,804 shares

    0.09% of the 13F portfolio, value $2,990,182.

    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 63,299 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,202,948.

    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).