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Disclosery

Spire Wealth Management: SOXX position timeline

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

Spire Wealth Management held 20,276 SOXX 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 20,276 shares
    Change vs previous 13F -5,909 shares

    0.39% of the 13F portfolio, value $12,988,924.

    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 26,185 shares
    Change vs previous 13F +14,639 shares

    0.29% of the 13F portfolio, value $8,605,957.

    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 11,546 shares
    Change vs previous 13F +2,348 shares

    0.12% of the 13F portfolio, value $3,477,124.

    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 9,198 shares
    Change vs previous 13F -770 shares

    0.08% of the 13F portfolio, value $2,493,866.

    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 9,968 shares
    Change vs previous 13F -4,697 shares

    0.09% of the 13F portfolio, value $2,379,394.

    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 14,665 shares
    Change vs previous 13F -1,367 shares

    0.09% of the 13F portfolio, value $2,759,431.

    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 16,032 shares
    Change vs previous 13F -5,559 shares

    0.11% of the 13F portfolio, value $3,454,836.

    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 21,591 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,978,590.

    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).