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Spire Wealth Management: USD position timeline

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

Spire Wealth Management held 2,686 USD 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 2,686 shares
    Change vs previous 13F -1,709 shares

    0.01% of the 13F portfolio, value $280,016.

    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 4,395 shares
    Change vs previous 13F -52 shares

    0.01% of the 13F portfolio, value $210,757.

    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 4,447 shares
    Change vs previous 13F +2,226 shares

    0.01% of the 13F portfolio, value $233,526.

    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 2,221 shares
    Change vs previous 13F -330 shares

    0.01% of the 13F portfolio, value $219,929.

    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 2,551 shares
    Change vs previous 13F +16 shares

    0.01% of the 13F portfolio, value $188,811.

    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 2,535 shares
    Change vs previous 13F -1,216 shares

    <0.01% of the 13F portfolio, value $102,321.

    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 3,751 shares
    Change vs previous 13F +1,876 shares

    0.01% of the 13F portfolio, value $244,327.

    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 1,875 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $224,772.

    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).