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Disclosery

Spire Wealth Management: SUNS position timeline

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

Spire Wealth Management held 5,598 SUNS 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 5,598 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $44,224.

    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 5,598 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $42,937.

    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 5,598 shares
    Change vs previous 13F -833 shares

    <0.01% of the 13F portfolio, value $52,789.

    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 6,431 shares
    Change vs previous 13F -2,000 shares

    <0.01% of the 13F portfolio, value $66,818.

    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 8,431 shares
    Change vs previous 13F -1,332 shares

    <0.01% of the 13F portfolio, value $89,369.

    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 9,763 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $108,076.

    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 9,763 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $137,463.

    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).