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Disclosery

Spire Wealth Management: XLV position timeline

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

Spire Wealth Management held 79,000 XLV 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 79,000 shares
    Change vs previous 13F -2,628 shares

    0.38% of the 13F portfolio, value $12,534,325.

    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 81,628 shares
    Change vs previous 13F -5,855 shares

    0.41% of the 13F portfolio, value $11,967,497.

    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 87,483 shares
    Change vs previous 13F -4,991 shares

    0.45% of the 13F portfolio, value $13,542,352.

    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 92,474 shares
    Change vs previous 13F -55,651 shares

    0.44% of the 13F portfolio, value $12,869,660.

    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 148,125 shares
    Change vs previous 13F -35,737 shares

    0.72% of the 13F portfolio, value $19,915,541.

    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 183,862 shares
    Change vs previous 13F -1,190 shares

    0.86% of the 13F portfolio, value $26,845,643.

    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 185,052 shares
    Change vs previous 13F +2,623 shares

    0.79% of the 13F portfolio, value $25,457,618.

    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 182,429 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $28,097,750.

    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).