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Disclosery

Spire Wealth Management: SHV position timeline

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

Spire Wealth Management held 22,901 SHV 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 22,901 shares
    Change vs previous 13F -726 shares

    0.08% of the 13F portfolio, value $2,527,091.

    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 23,627 shares
    Change vs previous 13F -1,271 shares

    0.09% of the 13F portfolio, value $2,608,162.

    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 24,898 shares
    Change vs previous 13F -7,009 shares

    0.09% of the 13F portfolio, value $2,742,527.

    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 31,907 shares
    Change vs previous 13F -10,551 shares

    0.12% of the 13F portfolio, value $3,525,379.

    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 42,458 shares
    Change vs previous 13F +2,182 shares

    0.17% of the 13F portfolio, value $4,688,202.

    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 40,276 shares
    Change vs previous 13F +4,413 shares

    0.14% of the 13F portfolio, value $4,448,851.

    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 35,863 shares
    Change vs previous 13F +1,012 shares

    0.12% of the 13F portfolio, value $3,948,870.

    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 34,851 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,855,564.

    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).