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Disclosery

Spire Wealth Management: SHY position timeline

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

Spire Wealth Management held 103,964 SHY 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 103,964 shares
    Change vs previous 13F +7,619 shares

    0.26% of the 13F portfolio, value $8,536,470.

    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 96,345 shares
    Change vs previous 13F +1,499 shares

    0.27% of the 13F portfolio, value $7,955,222.

    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 94,846 shares
    Change vs previous 13F +60,665 shares

    0.26% of the 13F portfolio, value $7,855,117.

    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 34,181 shares
    Change vs previous 13F -23,834 shares

    0.1% of the 13F portfolio, value $2,835,685.

    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 58,015 shares
    Change vs previous 13F -5,964 shares

    0.17% of the 13F portfolio, value $4,807,118.

    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 63,979 shares
    Change vs previous 13F +827 shares

    0.17% of the 13F portfolio, value $5,293,006.

    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 63,152 shares
    Change vs previous 13F -997 shares

    0.16% of the 13F portfolio, value $5,177,211.

    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 64,149 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,333,977.

    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).