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Spire Wealth Management: VOO position timeline

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

Spire Wealth Management held 45,087 VOO 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 45,087 shares
    Change vs previous 13F +5,314 shares

    0.94% of the 13F portfolio, value $30,966,404.

    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 39,773 shares
    Change vs previous 13F -1,669 shares

    0.81% of the 13F portfolio, value $23,766,778.

    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 41,442 shares
    Change vs previous 13F +1,545 shares

    0.87% of the 13F portfolio, value $25,989,767.

    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 39,897 shares
    Change vs previous 13F +4,691 shares

    0.83% of the 13F portfolio, value $24,432,298.

    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 35,206 shares
    Change vs previous 13F -16,533 shares

    0.72% of the 13F portfolio, value $19,996,716.

    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 51,739 shares
    Change vs previous 13F +19,620 shares

    0.85% of the 13F portfolio, value $26,589,385.

    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 32,119 shares
    Change vs previous 13F -2,206 shares

    0.54% of the 13F portfolio, value $17,306,010.

    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 34,325 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $18,112,224.

    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).