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Disclosery

Spire Wealth Management: VMBS position timeline

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

Spire Wealth Management held 5,404 VMBS 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 5,404 shares
    Change vs previous 13F -9 shares

    0.01% of the 13F portfolio, value $252,977.

    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 5,413 shares
    Change vs previous 13F +124 shares

    0.01% of the 13F portfolio, value $254,157.

    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 5,289 shares
    Change vs previous 13F +18 shares

    0.01% of the 13F portfolio, value $248,993.

    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 5,271 shares
    Change vs previous 13F -1,034 shares

    0.01% of the 13F portfolio, value $247,541.

    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 6,305 shares
    Change vs previous 13F -172 shares

    0.01% of the 13F portfolio, value $292,163.

    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 6,477 shares
    Change vs previous 13F -27 shares

    0.01% of the 13F portfolio, value $299,952.

    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 6,504 shares
    Change vs previous 13F -707 shares

    0.01% of the 13F portfolio, value $294,889.

    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 7,211 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $340,431.

    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).