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Disclosery

Spire Wealth Management: SMCI position timeline

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

Spire Wealth Management held 951 SMCI 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 951 shares
    Change vs previous 13F -2,152 shares

    <0.01% of the 13F portfolio, value $27,893.

    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 3,103 shares
    Change vs previous 13F -6,429 shares

    <0.01% of the 13F portfolio, value $70,655.

    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 9,532 shares
    Change vs previous 13F -4,249 shares

    0.01% of the 13F portfolio, value $279,002.

    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 13,781 shares
    Change vs previous 13F +2,196 shares

    0.02% of the 13F portfolio, value $660,661.

    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 11,585 shares
    Change vs previous 13F +3,390 shares

    0.02% of the 13F portfolio, value $567,792.

    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 8,195 shares
    Change vs previous 13F -7,331 shares

    0.01% of the 13F portfolio, value $280,605.

    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 15,526 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $473,239.

    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).