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Disclosery

Spire Wealth Management: SCHX position timeline

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

Spire Wealth Management held 33,126 SCHX 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 33,126 shares
    Change vs previous 13F -90 shares

    0.03% of the 13F portfolio, value $974,910.

    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 33,216 shares
    Change vs previous 13F -299 shares

    0.03% of the 13F portfolio, value $851,649.

    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 33,515 shares
    Change vs previous 13F +2,928 shares

    0.03% of the 13F portfolio, value $901,895.

    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 30,587 shares
    Change vs previous 13F +12 shares

    0.03% of the 13F portfolio, value $805,652.

    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 30,575 shares
    Change vs previous 13F -20,670 shares

    0.03% of the 13F portfolio, value $747,241.

    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 51,245 shares
    Change vs previous 13F +13,659 shares

    0.04% of the 13F portfolio, value $1,131,483.

    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 37,586 shares
    Change vs previous 13F +25,614 shares

    0.03% of the 13F portfolio, value $871,240.

    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 11,972 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $812,314.

    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).