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Disclosery

Spire Wealth Management: SMH position timeline

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

Spire Wealth Management held 21,080 SMH 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 21,080 shares
    Change vs previous 13F +195 shares

    0.42% of the 13F portfolio, value $13,826,259.

    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 20,885 shares
    Change vs previous 13F +1,309 shares

    0.27% of the 13F portfolio, value $8,007,190.

    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 19,576 shares
    Change vs previous 13F +2,824 shares

    0.24% of the 13F portfolio, value $7,050,011.

    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 16,752 shares
    Change vs previous 13F +1,880 shares

    0.19% of the 13F portfolio, value $5,467,056.

    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 14,872 shares
    Change vs previous 13F -24,279 shares

    0.15% of the 13F portfolio, value $4,147,368.

    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 39,151 shares
    Change vs previous 13F +1,374 shares

    0.27% of the 13F portfolio, value $8,279,211.

    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 37,777 shares
    Change vs previous 13F +2,749 shares

    0.28% of the 13F portfolio, value $9,148,339.

    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 35,028 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $8,597,733.

    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).