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Disclosery

Spire Wealth Management: WMT position timeline

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

Spire Wealth Management held 141,149 WMT 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 141,149 shares
    Change vs previous 13F +4,538 shares

    0.48% of the 13F portfolio, value $15,983,843.

    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 136,611 shares
    Change vs previous 13F -5,251 shares

    0.58% of the 13F portfolio, value $16,977,975.

    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 141,862 shares
    Change vs previous 13F -1,971 shares

    0.53% of the 13F portfolio, value $15,804,859.

    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 143,833 shares
    Change vs previous 13F +3,555 shares

    0.5% of the 13F portfolio, value $14,823,381.

    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 140,278 shares
    Change vs previous 13F -8,742 shares

    0.49% of the 13F portfolio, value $13,705,840.

    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 149,020 shares
    Change vs previous 13F -19,941 shares

    0.42% of the 13F portfolio, value $13,082,459.

    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 168,961 shares
    Change vs previous 13F +9,829 shares

    0.47% of the 13F portfolio, value $15,265,635.

    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 159,132 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $12,849,880.

    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).