Skip to content
Disclosery

Spire Wealth Management: USB position timeline

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

Spire Wealth Management held 3,633 USB 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 3,633 shares
    Change vs previous 13F -230 shares

    0.01% of the 13F portfolio, value $219,434.

    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 3,863 shares
    Change vs previous 13F +1,215 shares

    0.01% of the 13F portfolio, value $200,922.

    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 2,648 shares
    Change vs previous 13F +264 shares

    <0.01% of the 13F portfolio, value $141,290.

    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 2,384 shares
    Change vs previous 13F +327 shares

    <0.01% of the 13F portfolio, value $115,209.

    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 2,057 shares
    Change vs previous 13F -87 shares

    <0.01% of the 13F portfolio, value $93,085.

    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 2,144 shares
    Change vs previous 13F -664 shares

    <0.01% of the 13F portfolio, value $90,500.

    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 2,808 shares
    Change vs previous 13F -1,113 shares

    <0.01% of the 13F portfolio, value $134,328.

    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 3,921 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $179,326.

    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).