Skip to content
Disclosery

Spire Wealth Management: TDW position timeline

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

Spire Wealth Management held 516 TDW 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 516 shares
    Change vs previous 13F -6,382 shares

    <0.01% of the 13F portfolio, value $34,381.

    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 6,898 shares
    Change vs previous 13F -3,416 shares

    0.02% of the 13F portfolio, value $576,328.

    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 10,314 shares
    Change vs previous 13F -153 shares

    0.02% of the 13F portfolio, value $520,944.

    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 10,467 shares
    Change vs previous 13F +61 shares

    0.02% of the 13F portfolio, value $558,205.

    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 10,406 shares
    Change vs previous 13F +6,423 shares

    0.02% of the 13F portfolio, value $480,029.

    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 3,983 shares
    Change vs previous 13F +498 shares

    0.01% of the 13F portfolio, value $168,361.

    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 3,485 shares
    Change vs previous 13F +1,546 shares

    0.01% of the 13F portfolio, value $190,667.

    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 1,939 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $139,208.

    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).