Position in COHN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$27,160
-$10,565 QoQ
Shares Held
2,000
-20.0% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 14 holders
Holding Since
Mar 2021
9 quarters on record
Common Shares in COHN Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $19,153,153 across 20 Capital Markets names. COHN ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
12,339 | $12,479,294 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
28,641 | $2,492,912 | |
| 3 | MS |
Morgan Stanley
|
9,096 | $1,901,427 | |
| 4 | SCHW |
Schwab Charles Corp
|
12,539 | $1,156,973 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,729 | $574,504 | |
| 6 | IREN |
IREN Ltd
|
8,083 | $369,635 | |
| 7 | TW |
Tradeweb Markets Inc.
|
301 | $29,997 | |
| 8 | FUTU |
Futu Holdings Ltd
|
300 | $28,122 |
All Filings in COHN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,160 | 2,000 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $37,725 | 2,500 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $106,065 | 4,500 | Shares | Sole | 2026-01-14 | |
| 2022-06-30 | $1,506 | 140 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,261 | 140 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,073 | 140 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $3,207 | 166 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $3,129 | 166 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $3,939 | 166 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||