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Disclosery

Spire Wealth Management: VGT position timeline

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

Spire Wealth Management held 575,609 VGT 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 575,609 shares
    Change vs previous 13F +500,833 shares

    2.08% of the 13F portfolio, value $68,789,103.

    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 74,776 shares
    Change vs previous 13F -9,011 shares

    1.78% of the 13F portfolio, value $52,172,776.

    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 83,787 shares
    Change vs previous 13F -2,341 shares

    2.12% of the 13F portfolio, value $63,157,020.

    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 86,128 shares
    Change vs previous 13F -4,603 shares

    2.19% of the 13F portfolio, value $64,305,778.

    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 90,731 shares
    Change vs previous 13F -27,468 shares

    2.16% of the 13F portfolio, value $60,012,801.

    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 118,199 shares
    Change vs previous 13F -8,382 shares

    2.05% of the 13F portfolio, value $64,108,689.

    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 126,581 shares
    Change vs previous 13F +3,759 shares

    2.44% of the 13F portfolio, value $78,708,201.

    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 122,822 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $72,037,800.

    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).