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Disclosery

Spire Wealth Management: SPGI position timeline

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

Spire Wealth Management held 1,580 SPGI 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 1,580 shares
    Change vs previous 13F -2,366 shares

    0.02% of the 13F portfolio, value $643,337.

    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 3,946 shares
    Change vs previous 13F -18 shares

    0.06% of the 13F portfolio, value $1,678,575.

    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 3,964 shares
    Change vs previous 13F +815 shares

    0.07% of the 13F portfolio, value $2,071,739.

    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 3,149 shares
    Change vs previous 13F -9,008 shares

    0.05% of the 13F portfolio, value $1,532,472.

    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 12,157 shares
    Change vs previous 13F -6,727 shares

    0.23% of the 13F portfolio, value $6,265,739.

    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 18,884 shares
    Change vs previous 13F -4,812 shares

    0.31% of the 13F portfolio, value $9,595,174.

    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 23,696 shares
    Change vs previous 13F +4,904 shares

    0.37% of the 13F portfolio, value $11,801,385.

    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 18,792 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $9,708,330.

    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).