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Spire Wealth Management: SILA position timeline

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

Spire Wealth Management held 5,276 SILA 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 5,276 shares
    Change vs previous 13F -26,047 shares

    <0.01% of the 13F portfolio, value $160,179.

    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 31,323 shares
    Change vs previous 13F +26,047 shares

    0.03% of the 13F portfolio, value $741,729.

    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 5,276 shares
    Change vs previous 13F -18,061 shares

    <0.01% of the 13F portfolio, value $122,984.

    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 23,337 shares
    Change vs previous 13F -6,150 shares

    0.02% of the 13F portfolio, value $585,759.

    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 29,487 shares
    Change vs previous 13F -1,844 shares

    0.03% of the 13F portfolio, value $697,957.

    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 31,331 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $836,851.

    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 31,331 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $761,970.

    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).