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Disclosery

Spire Wealth Management: TAN position timeline

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

Spire Wealth Management held 126 TAN 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 126 shares
    Change vs previous 13F -551 shares

    <0.01% of the 13F portfolio, value $7,473.

    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 677 shares
    Change vs previous 13F -110,951 shares

    <0.01% of the 13F portfolio, value $37,735.

    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 111,628 shares
    Change vs previous 13F +110,235 shares

    0.18% of the 13F portfolio, value $5,483,185.

    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 1,393 shares
    Change vs previous 13F -41 shares

    <0.01% of the 13F portfolio, value $60,765.

    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 1,434 shares
    Change vs previous 13F -276 shares

    <0.01% of the 13F portfolio, value $49,127.

    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 1,710 shares
    Change vs previous 13F +91 shares

    <0.01% of the 13F portfolio, value $52,085.

    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 1,619 shares
    Change vs previous 13F -1,116 shares

    <0.01% of the 13F portfolio, value $53,607.

    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 2,735 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $117,920.

    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).