Skip to content
Disclosery

Spire Wealth Management: XCHYX position timeline

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

Spire Wealth Management held 12,743 XCHYX 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 12,743 shares
    Change vs previous 13F +281 shares

    0.01% of the 13F portfolio, value $173,563.

    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 12,462 shares
    Change vs previous 13F -849 shares

    <0.01% of the 13F portfolio, value $135,715.

    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 13,311 shares
    Change vs previous 13F +328 shares

    0.01% of the 13F portfolio, value $150,551.

    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 12,983 shares
    Change vs previous 13F -6,190 shares

    <0.01% of the 13F portfolio, value $145,666.

    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 19,173 shares
    Change vs previous 13F +553 shares

    0.01% of the 13F portfolio, value $210,707.

    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 +868 shares

    0.01% of the 13F portfolio, value $188,065.

    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 17,752 shares
    Change vs previous 13F +453 shares

    0.01% of the 13F portfolio, value $215,513.

    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 17,299 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $206,372.

    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).