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Disclosery

Spire Wealth Management: SHOP position timeline

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

Spire Wealth Management held 25,749 SHOP 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 25,749 shares
    Change vs previous 13F +325 shares

    0.09% of the 13F portfolio, value $2,940,021.

    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 25,424 shares
    Change vs previous 13F -49,677 shares

    0.1% of the 13F portfolio, value $3,015,795.

    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 75,101 shares
    Change vs previous 13F -2,861 shares

    0.4% of the 13F portfolio, value $12,089,025.

    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 77,962 shares
    Change vs previous 13F +7,851 shares

    0.39% of the 13F portfolio, value $11,585,896.

    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 70,111 shares
    Change vs previous 13F -12,759 shares

    0.28% of the 13F portfolio, value $7,928,523.

    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 82,870 shares
    Change vs previous 13F -2,342 shares

    0.25% of the 13F portfolio, value $7,912,438.

    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 85,212 shares
    Change vs previous 13F +55,976 shares

    0.28% of the 13F portfolio, value $9,060,614.

    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 29,236 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,342,990.

    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).