Position in HCAT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$597
+$32 QoQ
Shares Held
300
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#108
of 128 holders
Holding Since
Mar 2021
16 quarters on record
Common Shares in HCAT 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. HCAT ranks #4 (2.8% of the industry book) .
All Filings in HCAT
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $597 | 300 | Shares | Sole | 2026-07-15 | |
| 2025-06-30 | $565 | 150 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $679 | 150 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,060 | 150 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,221 | 150 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $958 | 150 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,259 | 300 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $3,036 | 300 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,750 | 300 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,501 | 300 | Shares | Sole | 2023-05-09 | |
| 2022-06-30 | $6,520 | 450 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $23,517 | 900 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $35,658 | 900 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $45,009 | 900 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $49,959 | 900 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $42,093 | 900 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||