Spire Wealth Management
Position in AIT — Applied Industrial Technologies Inc
CIK 1858740
MCLEAN, VA
Position in AIT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$247,863
+$35,342 QoQ
Shares Held
733
-8.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#471
of 614 holders
Holding Since
Mar 2022
11 quarters on record
Common Shares in AIT Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Spire Wealth Management holds $3,699,687 across 6 Industrial Distribution names. AIT ranks #3 (6.7% of the industry book) .
All Filings in AIT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,863 | 733 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $212,521 | 801 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $284,244 | 1,107 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $783,411 | 3,001 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $662,482 | 2,850 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $582,053 | 2,583 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $555,809 | 2,321 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $146,819 | 658 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $19,788 | 102 | Shares | Sole | 2024-07-31 | |
| 2022-12-31 | $3 | 27 | Shares | Sole | 2023-02-03 | |
| 2022-03-31 | $3,695 | 36 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||