Skip to content
Disclosery

Spire Wealth Management: TIP position timeline

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

Spire Wealth Management held 3,847 TIP 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 3,847 shares
    Change vs previous 13F -1,074 shares

    0.01% of the 13F portfolio, value $421,009.

    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 4,921 shares
    Change vs previous 13F -67,985 shares

    0.02% of the 13F portfolio, value $543,116.

    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 72,906 shares
    Change vs previous 13F +930 shares

    0.27% of the 13F portfolio, value $8,013,113.

    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 71,976 shares
    Change vs previous 13F -1,003 shares

    0.27% of the 13F portfolio, value $8,005,201.

    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 72,979 shares
    Change vs previous 13F -10,790 shares

    0.29% of the 13F portfolio, value $7,983,788.

    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 83,769 shares
    Change vs previous 13F -2,224 shares

    0.3% of the 13F portfolio, value $9,305,901.

    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 85,993 shares
    Change vs previous 13F -1,890 shares

    0.28% of the 13F portfolio, value $9,162,586.

    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 87,883 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $9,708,436.

    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).