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Disclosery

Spire Wealth Management: SCHV position timeline

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

Spire Wealth Management held 6,219 SCHV 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 6,219 shares
    Change vs previous 13F +4,123 shares

    0.01% of the 13F portfolio, value $216,478.

    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 2,096 shares
    Change vs previous 13F -12 shares

    <0.01% of the 13F portfolio, value $63,922.

    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 2,108 shares
    Change vs previous 13F +279 shares

    <0.01% of the 13F portfolio, value $62,432.

    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 1,829 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $53,254.

    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 1,830 shares
    Change vs previous 13F -15,366 shares

    <0.01% of the 13F portfolio, value $50,645.

    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 17,196 shares
    Change vs previous 13F -19,064 shares

    0.01% of the 13F portfolio, value $457,074.

    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 36,260 shares
    Change vs previous 13F +24,353 shares

    0.03% of the 13F portfolio, value $945,308.

    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 11,907 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $956,944.

    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).