Position in CRESY
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,653
+$12 QoQ
Shares Held
130
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#55
of 64 holders
Holding Since
Mar 2022
7 quarters on record
Common Shares in CRESY Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Mar 31, 2026Spire Wealth Management holds $1,446,050 across 5 Conglomerates names. CRESY ranks #5 (0.1% of the industry book) .
All Filings in CRESY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,653 | 130 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,641 | 130 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,157 | 129 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,354 | 129 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,390 | 129 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,589 | 129 | Shares | Sole | 2025-01-24 | |
| 2022-03-31 | $910 | 126 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||