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Disclosery

Spire Wealth Management: TLT position timeline

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

Spire Wealth Management held 10,746 TLT 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 10,746 shares
    Change vs previous 13F -17,075 shares

    0.03% of the 13F portfolio, value $928,670.

    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 27,821 shares
    Change vs previous 13F +4,559 shares

    0.08% of the 13F portfolio, value $2,411,795.

    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 23,262 shares
    Change vs previous 13F -888 shares

    0.07% of the 13F portfolio, value $2,027,496.

    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 24,150 shares
    Change vs previous 13F -60,058 shares

    0.07% of the 13F portfolio, value $2,158,299.

    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 84,208 shares
    Change vs previous 13F -40,565 shares

    0.27% of the 13F portfolio, value $7,431,374.

    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 124,773 shares
    Change vs previous 13F +91,534 shares

    0.36% of the 13F portfolio, value $11,358,120.

    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 33,239 shares
    Change vs previous 13F -12,840 shares

    0.09% of the 13F portfolio, value $2,902,720.

    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 46,079 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,520,314.

    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).