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Spire Wealth Management: TER position timeline

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

Spire Wealth Management held 18,063 TER 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 18,063 shares
    Change vs previous 13F -6,798 shares

    0.26% of the 13F portfolio, value $8,712,071.

    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 24,861 shares
    Change vs previous 13F -481 shares

    0.25% of the 13F portfolio, value $7,370,377.

    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 25,342 shares
    Change vs previous 13F +25,211 shares

    0.16% of the 13F portfolio, value $4,905,290.

    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 131 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $18,031.

    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 133 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $11,959.

    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 129 shares
    Change vs previous 13F -61 shares

    <0.01% of the 13F portfolio, value $10,655.

    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 190 shares
    Change vs previous 13F +8 shares

    <0.01% of the 13F portfolio, value $23,925.

    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 182 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $24,375.

    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).