Skip to content

Spire Wealth Management: SRLN position timeline

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

Spire Wealth Management held 15,230 SRLN 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 15,230 shares
    Change vs previous 13F -787 shares

    0.02% of the 13F portfolio, value $613,615.

    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 16,017 shares
    Change vs previous 13F +3,130 shares

    0.02% of the 13F portfolio, value $642,939.

    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 12,887 shares
    Change vs previous 13F +9,735 shares

    0.02% of the 13F portfolio, value $531,840.

    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 3,152 shares
    Change vs previous 13F +200 shares

    <0.01% of the 13F portfolio, value $131,078.

    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 2,952 shares
    Change vs previous 13F +221 shares

    <0.01% of the 13F portfolio, value $122,765.

    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 2,731 shares
    Change vs previous 13F -3,253 shares

    <0.01% of the 13F portfolio, value $112,334.

    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 5,984 shares
    Change vs previous 13F -655 shares

    0.01% of the 13F portfolio, value $249,703.

    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 6,639 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $277,249.

    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).