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Disclosery

Spire Wealth Management: SUB position timeline

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

Spire Wealth Management held 4,641 SUB 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 4,641 shares
    Change vs previous 13F -58 shares

    0.01% of the 13F portfolio, value $494,124.

    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 4,699 shares
    Change vs previous 13F -828 shares

    0.02% of the 13F portfolio, value $500,402.

    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 5,527 shares
    Change vs previous 13F -21,369 shares

    0.02% of the 13F portfolio, value $589,700.

    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 26,896 shares
    Change vs previous 13F -776 shares

    0.1% of the 13F portfolio, value $2,871,990.

    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 27,672 shares
    Change vs previous 13F -9,101 shares

    0.11% of the 13F portfolio, value $2,942,686.

    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 36,773 shares
    Change vs previous 13F +798 shares

    0.12% of the 13F portfolio, value $3,883,201.

    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 35,975 shares
    Change vs previous 13F +682 shares

    0.12% of the 13F portfolio, value $3,794,689.

    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 35,293 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,747,812.

    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).