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Disclosery

Spire Wealth Management: SU position timeline

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

Spire Wealth Management held 8,797 SU 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 8,797 shares
    Change vs previous 13F -330 shares

    0.01% of the 13F portfolio, value $472,240.

    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 9,127 shares
    Change vs previous 13F +189 shares

    0.02% of the 13F portfolio, value $603,357.

    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 8,938 shares
    Change vs previous 13F +35 shares

    0.01% of the 13F portfolio, value $396,487.

    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 8,903 shares
    Change vs previous 13F -318 shares

    0.01% of the 13F portfolio, value $372,228.

    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 9,221 shares
    Change vs previous 13F -9 shares

    0.01% of the 13F portfolio, value $345,339.

    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 9,230 shares
    Change vs previous 13F +482 shares

    0.01% of the 13F portfolio, value $357,392.

    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 8,748 shares
    Change vs previous 13F +948 shares

    0.01% of the 13F portfolio, value $312,118.

    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 7,800 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $287,958.

    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).