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Disclosery

Spire Wealth Management: VRT position timeline

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

Spire Wealth Management held 11,115 VRT 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 11,115 shares
    Change vs previous 13F +17 shares

    0.11% of the 13F portfolio, value $3,719,660.

    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 11,098 shares
    Change vs previous 13F -23,226 shares

    0.09% of the 13F portfolio, value $2,780,983.

    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 34,324 shares
    Change vs previous 13F +26,446 shares

    0.19% of the 13F portfolio, value $5,560,902.

    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 7,878 shares
    Change vs previous 13F +4,128 shares

    0.04% of the 13F portfolio, value $1,188,484.

    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 3,750 shares
    Change vs previous 13F +1,096 shares

    0.02% of the 13F portfolio, value $481,544.

    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 2,654 shares
    Change vs previous 13F -5,348 shares

    0.01% of the 13F portfolio, value $191,638.

    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 8,002 shares
    Change vs previous 13F +5,287 shares

    0.03% of the 13F portfolio, value $909,129.

    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 2,715 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $270,129.

    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).