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Disclosery

Spire Wealth Management: USMV position timeline

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

Spire Wealth Management held 18,647 USMV 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 18,647 shares
    Change vs previous 13F -1,481 shares

    0.05% of the 13F portfolio, value $1,798,679.

    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 20,128 shares
    Change vs previous 13F -9 shares

    0.06% of the 13F portfolio, value $1,866,695.

    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 20,137 shares
    Change vs previous 13F -507 shares

    0.06% of the 13F portfolio, value $1,896,083.

    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 20,644 shares
    Change vs previous 13F -34,950 shares

    0.07% of the 13F portfolio, value $1,964,069.

    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 55,594 shares
    Change vs previous 13F +28,824 shares

    0.19% of the 13F portfolio, value $5,208,205.

    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 26,770 shares
    Change vs previous 13F -1,045 shares

    0.08% of the 13F portfolio, value $2,507,276.

    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 27,815 shares
    Change vs previous 13F -974 shares

    0.08% of the 13F portfolio, value $2,469,715.

    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 28,789 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,628,751.

    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).