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Disclosery

Spire Wealth Management: VIG position timeline

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

Spire Wealth Management held 33,489 VIG 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 33,489 shares
    Change vs previous 13F +2,259 shares

    0.24% of the 13F portfolio, value $7,924,266.

    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 31,230 shares
    Change vs previous 13F +10,097 shares

    0.23% of the 13F portfolio, value $6,716,284.

    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 21,133 shares
    Change vs previous 13F +570 shares

    0.16% of the 13F portfolio, value $4,644,551.

    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 20,563 shares
    Change vs previous 13F +1,350 shares

    0.15% of the 13F portfolio, value $4,437,303.

    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 19,213 shares
    Change vs previous 13F -4,635 shares

    0.14% of the 13F portfolio, value $3,932,281.

    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 23,848 shares
    Change vs previous 13F -6,989 shares

    0.15% of the 13F portfolio, value $4,626,181.

    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 30,837 shares
    Change vs previous 13F +2,614 shares

    0.19% of the 13F portfolio, value $6,038,759.

    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 28,223 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,589,810.

    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).