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Disclosery

Spire Wealth Management: XBIL position timeline

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

Spire Wealth Management held 11,488 XBIL 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 11,488 shares
    Change vs previous 13F -385 shares

    0.02% of the 13F portfolio, value $574,400.

    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 11,873 shares
    Change vs previous 13F -162 shares

    0.02% of the 13F portfolio, value $594,006.

    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 12,035 shares
    Change vs previous 13F -3,298 shares

    0.02% of the 13F portfolio, value $602,592.

    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 15,333 shares
    Change vs previous 13F -2,393 shares

    0.03% of the 13F portfolio, value $769,740.

    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 17,726 shares
    Change vs previous 13F -6,284 shares

    0.03% of the 13F portfolio, value $888,959.

    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 24,010 shares
    Change vs previous 13F -1,671 shares

    0.04% of the 13F portfolio, value $1,204,582.

    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 25,681 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,285,049.

    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).