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Disclosery

Spire Wealth Management: SCHZ position timeline

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

Spire Wealth Management held 5,963 SCHZ 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 5,963 shares
    Change vs previous 13F +151 shares

    <0.01% of the 13F portfolio, value $137,935.

    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 5,812 shares
    Change vs previous 13F +290 shares

    <0.01% of the 13F portfolio, value $134,966.

    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 5,522 shares
    Change vs previous 13F -184 shares

    <0.01% of the 13F portfolio, value $129,056.

    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 5,706 shares
    Change vs previous 13F +182 shares

    <0.01% of the 13F portfolio, value $133,912.

    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 5,524 shares
    Change vs previous 13F -1,116 shares

    <0.01% of the 13F portfolio, value $128,372.

    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 6,640 shares
    Change vs previous 13F +35 shares

    <0.01% of the 13F portfolio, value $153,779.

    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 6,605 shares
    Change vs previous 13F +2,968 shares

    <0.01% of the 13F portfolio, value $149,923.

    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 3,637 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $172,810.

    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).