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Disclosery

Spire Wealth Management: SFEB position timeline

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

Spire Wealth Management held 6,975 SFEB 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 6,975 shares
    Change vs previous 13F -664 shares

    0.01% of the 13F portfolio, value $183,056.

    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 7,639 shares
    Change vs previous 13F -737 shares

    0.01% of the 13F portfolio, value $181,426.

    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 8,376 shares
    Change vs previous 13F -1,531 shares

    0.01% of the 13F portfolio, value $196,849.

    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 9,907 shares
    Change vs previous 13F -1,150 shares

    0.01% of the 13F portfolio, value $225,904.

    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 11,057 shares
    Change vs previous 13F -4,299 shares

    0.01% of the 13F portfolio, value $236,084.

    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 15,356 shares
    Change vs previous 13F -5,145 shares

    0.01% of the 13F portfolio, value $313,109.

    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 20,501 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $441,056.

    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).