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Disclosery

Spire Wealth Management: WFC position timeline

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

Spire Wealth Management held 10,747 WFC 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 10,747 shares
    Change vs previous 13F -4,074 shares

    0.03% of the 13F portfolio, value $888,118.

    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 14,821 shares
    Change vs previous 13F -795 shares

    0.04% of the 13F portfolio, value $1,179,862.

    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 15,616 shares
    Change vs previous 13F -259 shares

    0.05% of the 13F portfolio, value $1,455,386.

    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 15,875 shares
    Change vs previous 13F +2,705 shares

    0.05% of the 13F portfolio, value $1,330,643.

    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 13,170 shares
    Change vs previous 13F -4,505 shares

    0.04% of the 13F portfolio, value $1,055,213.

    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 17,675 shares
    Change vs previous 13F +1,750 shares

    0.04% of the 13F portfolio, value $1,268,885.

    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 15,925 shares
    Change vs previous 13F -752 shares

    0.03% of the 13F portfolio, value $1,118,592.

    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 16,677 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $942,079.

    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).