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Disclosery

Spire Wealth Management: SPMO position timeline

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

Spire Wealth Management held 26,252 SPMO 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 26,252 shares
    Change vs previous 13F +3,053 shares

    0.13% of the 13F portfolio, value $4,240,771.

    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 23,199 shares
    Change vs previous 13F +3,032 shares

    0.09% of the 13F portfolio, value $2,600,789.

    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 20,167 shares
    Change vs previous 13F +4,043 shares

    0.08% of the 13F portfolio, value $2,406,373.

    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 16,124 shares
    Change vs previous 13F +6,349 shares

    0.07% of the 13F portfolio, value $1,951,975.

    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 9,775 shares
    Change vs previous 13F +3,688 shares

    0.04% of the 13F portfolio, value $1,099,414.

    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 6,087 shares
    Change vs previous 13F +3,238 shares

    0.02% of the 13F portfolio, value $563,255.

    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 2,849 shares
    Change vs previous 13F -657 shares

    0.01% of the 13F portfolio, value $270,683.

    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 3,506 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $317,784.

    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).