Position in CDP
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,193
-$10,722 QoQ
Shares Held
39
-92.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
8 quarters on record
Common Shares in CDP Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026Spire Wealth Management holds $72,787 across 6 REIT - Office names.
All Filings in CDP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,193 | 39 | Shares | Sole | 2026-04-22 | |
| 2023-09-30 | $11,915 | 500 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $11,875 | 500 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $11,855 | 500 | Shares | Sole | 2023-05-09 | |
| 2022-06-30 | $13,095 | 500 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $28,540 | 1,000 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $27,970 | 1,000 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $26,980 | 1,000 | Shares | Sole | 2021-10-22 | |
| No filing history on record for this holder in this stock. | ||||||