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Disclosery

Spire Wealth Management: SPYV position timeline

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

Spire Wealth Management held 117,655 SPYV 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 117,655 shares
    Change vs previous 13F -2,741 shares

    0.22% of the 13F portfolio, value $7,152,272.

    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 120,396 shares
    Change vs previous 13F +590 shares

    0.23% of the 13F portfolio, value $6,812,003.

    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 119,806 shares
    Change vs previous 13F +6,202 shares

    0.23% of the 13F portfolio, value $6,806,184.

    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 113,604 shares
    Change vs previous 13F -5,844 shares

    0.21% of the 13F portfolio, value $6,285,690.

    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 119,448 shares
    Change vs previous 13F -15,938 shares

    0.22% of the 13F portfolio, value $6,251,900.

    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 135,386 shares
    Change vs previous 13F -63,957 shares

    0.22% of the 13F portfolio, value $6,914,160.

    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 199,343 shares
    Change vs previous 13F -9,448 shares

    0.32% of the 13F portfolio, value $10,194,426.

    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 208,791 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $11,036,671.

    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).