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Disclosery

Spire Wealth Management: SHEL position timeline

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

Spire Wealth Management held 8,492 SHEL 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 8,492 shares
    Change vs previous 13F -26 shares

    0.02% of the 13F portfolio, value $658,469.

    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 8,518 shares
    Change vs previous 13F -59 shares

    0.03% of the 13F portfolio, value $792,216.

    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 8,577 shares
    Change vs previous 13F +7 shares

    0.02% of the 13F portfolio, value $630,257.

    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 8,570 shares
    Change vs previous 13F +29 shares

    0.02% of the 13F portfolio, value $613,025.

    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 8,541 shares
    Change vs previous 13F +933 shares

    0.02% of the 13F portfolio, value $601,390.

    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 7,608 shares
    Change vs previous 13F +9 shares

    0.02% of the 13F portfolio, value $557,543.

    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 7,599 shares
    Change vs previous 13F -69 shares

    0.01% of the 13F portfolio, value $476,055.

    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 7,668 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $505,672.

    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).