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Disclosery

Spire Wealth Management: SEPW position timeline

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

Spire Wealth Management held 74,772 SEPW 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 74,772 shares
    Change vs previous 13F -22,063 shares

    0.08% of the 13F portfolio, value $2,496,638.

    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 96,835 shares
    Change vs previous 13F -88 shares

    0.1% of the 13F portfolio, value $3,059,008.

    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 96,923 shares
    Change vs previous 13F -5,345 shares

    0.1% of the 13F portfolio, value $3,093,786.

    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 102,268 shares
    Change vs previous 13F +77,061 shares

    0.11% of the 13F portfolio, value $3,212,239.

    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 25,207 shares
    Change vs previous 13F -5,256 shares

    0.03% of the 13F portfolio, value $760,508.

    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 30,463 shares
    Change vs previous 13F -6,052 shares

    0.03% of the 13F portfolio, value $869,711.

    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 36,515 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,055,647.

    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).