Position in DOCS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,259
-$1,105 QoQ
Shares Held
350
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#281
of 355 holders
Holding Since
Jun 2022
17 quarters on record
Common Shares in DOCS Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Spire Wealth Management holds $21,327 across 4 Health Information Services names. DOCS ranks #2 (34.0% of the industry book) .
All Filings in DOCS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,259 | 350 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $8,364 | 359 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $15,807 | 357 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $48,498 | 663 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $39,441 | 643 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $35,688 | 615 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $18,953 | 355 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $15,467 | 355 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $9,929 | 355 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $9,418 | 350 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,804 | 100 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,249 | 106 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,606 | 106 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,238 | 100 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3 | 100 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,022 | 100 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,482 | 100 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||