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Disclosery

Spire Wealth Management: VTV position timeline

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

Spire Wealth Management held 110,697 VTV 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 110,697 shares
    Change vs previous 13F -2,669 shares

    0.73% of the 13F portfolio, value $24,124,195.

    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 113,366 shares
    Change vs previous 13F -1,401 shares

    0.76% of the 13F portfolio, value $22,242,474.

    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 114,767 shares
    Change vs previous 13F -2,620 shares

    0.73% of the 13F portfolio, value $21,919,259.

    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 117,387 shares
    Change vs previous 13F -2,026 shares

    0.75% of the 13F portfolio, value $21,891,447.

    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 119,413 shares
    Change vs previous 13F -1,790 shares

    0.76% of the 13F portfolio, value $21,105,021.

    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 121,203 shares
    Change vs previous 13F +1,296 shares

    0.67% of the 13F portfolio, value $20,936,574.

    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 119,907 shares
    Change vs previous 13F +1,651 shares

    0.63% of the 13F portfolio, value $20,300,284.

    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 118,256 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $20,643,988.

    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).