Position in AVTR
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,270
-$15,037 QoQ
Shares Held
162
-88.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
12 quarters on record
Common Shares in AVTR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Spire Wealth Management holds $5,198,859 across 17 Medical Instruments & Supplies names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
10,474 | $4,165,299 | |
| 2 | RMD |
Resmed Inc
|
2,475 | $482,327 | |
| 3 | LMAT |
Lemaitre Vascular Inc
|
3,700 | $355,052 | |
| 4 | BDX |
Becton Dickinson & Co
|
548 | $82,928 | |
| 5 | ALGN |
Align Technology Inc
|
138 | $23,275 | |
| 6 | MMSI |
Merit Medical Systems Inc
|
262 | $18,167 | |
| 7 | ATRC |
AtriCure, Inc.
|
616 | $17,235 | |
| 8 | ALC |
Alcon Inc
|
241 | $16,171 |
All Filings in AVTR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,270 | 162 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $16,307 | 1,423 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $57,370 | 4,597 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $47,217 | 3,508 | Shares | Sole | 2025-08-04 | |
| 2024-12-31 | $7,142 | 339 | Shares | Sole | 2025-01-24 | |
| 2023-12-31 | $1,050 | 46 | Shares | Sole | 2024-02-06 | |
| 2022-09-30 | $1,411 | 72 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,239 | 72 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $232,478 | 6,874 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $17,392,568 | 412,733 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $16,676,075 | 407,728 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $14,580,228 | 410,595 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||