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Disclosery

Spire Wealth Management: WBD position timeline

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

Spire Wealth Management held 2,644 WBD 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 2,644 shares
    Change vs previous 13F -385 shares

    <0.01% of the 13F portfolio, value $70,489.

    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 3,029 shares
    Change vs previous 13F -1,168 shares

    <0.01% of the 13F portfolio, value $83,176.

    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 4,197 shares
    Change vs previous 13F -9,283 shares

    <0.01% of the 13F portfolio, value $120,958.

    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 13,480 shares
    Change vs previous 13F -7,892 shares

    0.01% of the 13F portfolio, value $263,264.

    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 21,372 shares
    Change vs previous 13F -70,771 shares

    0.01% of the 13F portfolio, value $244,923.

    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 92,143 shares
    Change vs previous 13F +65,320 shares

    0.03% of the 13F portfolio, value $988,694.

    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 26,823 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $283,523.

    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).