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Disclosery

Spire Wealth Management: SDVY position timeline

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

Spire Wealth Management held 76,782 SDVY 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 76,782 shares
    Change vs previous 13F -294 shares

    0.1% of the 13F portfolio, value $3,312,360.

    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 77,076 shares
    Change vs previous 13F -7,379 shares

    0.1% of the 13F portfolio, value $3,039,123.

    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 84,455 shares
    Change vs previous 13F -291 shares

    0.11% of the 13F portfolio, value $3,236,321.

    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 84,746 shares
    Change vs previous 13F +2,403 shares

    0.11% of the 13F portfolio, value $3,222,032.

    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 82,343 shares
    Change vs previous 13F -669 shares

    0.1% of the 13F portfolio, value $2,905,044.

    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 83,012 shares
    Change vs previous 13F +813 shares

    0.09% of the 13F portfolio, value $2,780,907.

    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 82,199 shares
    Change vs previous 13F +5,248 shares

    0.09% of the 13F portfolio, value $2,946,822.

    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 76,951 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,799,482.

    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).