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Disclosery

Spire Wealth Management: SSO position timeline

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

Spire Wealth Management held 381,985 SSO 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 381,985 shares
    Change vs previous 13F -37,907 shares

    0.78% of the 13F portfolio, value $25,738,176.

    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 419,892 shares
    Change vs previous 13F +49,539 shares

    0.74% of the 13F portfolio, value $21,783,981.

    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 370,353 shares
    Change vs previous 13F +199,144 shares

    0.72% of the 13F portfolio, value $21,450,853.

    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 171,209 shares
    Change vs previous 13F +8,636 shares

    0.65% of the 13F portfolio, value $19,197,667.

    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 162,573 shares
    Change vs previous 13F +22,421 shares

    0.57% of the 13F portfolio, value $15,886,645.

    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 140,152 shares
    Change vs previous 13F +17,018 shares

    0.37% of the 13F portfolio, value $11,601,751.

    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 123,134 shares
    Change vs previous 13F +7,139 shares

    0.35% of the 13F portfolio, value $11,391,139.

    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 115,995 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $10,459,261.

    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).