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Disclosery

Spire Wealth Management: VNQ position timeline

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

Spire Wealth Management held 7,170 VNQ 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 7,170 shares
    Change vs previous 13F -821 shares

    0.02% of the 13F portfolio, value $691,367.

    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 7,991 shares
    Change vs previous 13F +389 shares

    0.02% of the 13F portfolio, value $708,805.

    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 7,602 shares
    Change vs previous 13F -960 shares

    0.02% of the 13F portfolio, value $672,708.

    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 8,562 shares
    Change vs previous 13F +1,052 shares

    0.03% of the 13F portfolio, value $782,717.

    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 7,510 shares
    Change vs previous 13F -4,185 shares

    0.02% of the 13F portfolio, value $668,852.

    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 11,695 shares
    Change vs previous 13F -4,717 shares

    0.03% of the 13F portfolio, value $1,058,845.

    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 16,412 shares
    Change vs previous 13F -43,099 shares

    0.05% of the 13F portfolio, value $1,461,994.

    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 59,511 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,797,602.

    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).