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Disclosery

Spire Wealth Management: VGSH position timeline

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

Spire Wealth Management held 2,600 VGSH 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 2,600 shares
    Change vs previous 13F -1,957 shares

    <0.01% of the 13F portfolio, value $151,291.

    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 4,557 shares
    Change vs previous 13F -51 shares

    0.01% of the 13F portfolio, value $266,738.

    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 4,608 shares
    Change vs previous 13F +859 shares

    0.01% of the 13F portfolio, value $270,657.

    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 3,749 shares
    Change vs previous 13F -285,030 shares

    0.01% of the 13F portfolio, value $220,658.

    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 288,779 shares
    Change vs previous 13F -392,252 shares

    0.61% of the 13F portfolio, value $16,974,445.

    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 681,031 shares
    Change vs previous 13F -989 shares

    1.28% of the 13F portfolio, value $39,969,719.

    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 682,020 shares
    Change vs previous 13F +21,274 shares

    1.23% of the 13F portfolio, value $39,679,897.

    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 660,746 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $38,997,202.

    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).