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Disclosery

Spire Wealth Management: VUG position timeline

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

Spire Wealth Management held 108,463 VUG 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 108,463 shares
    Change vs previous 13F +90,297 shares

    0.28% of the 13F portfolio, value $9,342,969.

    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 18,166 shares
    Change vs previous 13F +2,365 shares

    0.27% of the 13F portfolio, value $7,934,539.

    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 15,801 shares
    Change vs previous 13F -2,358 shares

    0.26% of the 13F portfolio, value $7,708,615.

    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 18,159 shares
    Change vs previous 13F -698 shares

    0.3% of the 13F portfolio, value $8,709,070.

    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 18,857 shares
    Change vs previous 13F +237 shares

    0.3% of the 13F portfolio, value $8,266,766.

    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 18,620 shares
    Change vs previous 13F -362 shares

    0.22% of the 13F portfolio, value $6,904,678.

    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 18,982 shares
    Change vs previous 13F +898 shares

    0.24% of the 13F portfolio, value $7,791,160.

    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 18,084 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $6,943,057.

    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).