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Disclosery

Spire Wealth Management: SRE position timeline

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

Spire Wealth Management held 227 SRE 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 227 shares
    Change vs previous 13F -210 shares

    <0.01% of the 13F portfolio, value $21,048.

    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 437 shares
    Change vs previous 13F +155 shares

    <0.01% of the 13F portfolio, value $42,489.

    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 282 shares
    Change vs previous 13F -242 shares

    <0.01% of the 13F portfolio, value $24,869.

    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 524 shares
    Change vs previous 13F -135 shares

    <0.01% of the 13F portfolio, value $47,154.

    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 659 shares
    Change vs previous 13F -367 shares

    <0.01% of the 13F portfolio, value $49,958.

    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 1,026 shares
    Change vs previous 13F +317 shares

    <0.01% of the 13F portfolio, value $73,247.

    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 709 shares
    Change vs previous 13F +215 shares

    <0.01% of the 13F portfolio, value $62,211.

    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 494 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $41,301.

    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).