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Disclosery

Spire Wealth Management: XEVTX position timeline

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

Spire Wealth Management held 115,599 XEVTX 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 115,599 shares
    Change vs previous 13F -6,009 shares

    0.1% of the 13F portfolio, value $3,199,781.

    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 121,608 shares
    Change vs previous 13F +6,371 shares

    0.1% of the 13F portfolio, value $2,985,471.

    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 115,237 shares
    Change vs previous 13F -6,538 shares

    0.1% of the 13F portfolio, value $2,901,679.

    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 121,775 shares
    Change vs previous 13F +8,575 shares

    0.1% of the 13F portfolio, value $2,977,390.

    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 113,200 shares
    Change vs previous 13F +5,173 shares

    0.1% of the 13F portfolio, value $2,728,118.

    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 108,027 shares
    Change vs previous 13F +27,069 shares

    0.08% of the 13F portfolio, value $2,513,791.

    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 80,958 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,947,045.

    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).