Spire Wealth Management
CIK
0001858740
City
RESTON
State / Country
VA
Holdings in HTD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $753,476 | 31,846 | Shares | Sole | 2026-01-14 |
| 2025-09-30 | $770,040 | 31,050 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $594,199 | 25,404 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $497,911 | 20,807 | Shares | Sole | 2025-04-23 |
| 2024-12-31 | $384,777 | 17,474 | Shares | Sole | 2025-01-24 |
| 2024-09-30 | $119,490 | 5,146 | Shares | Sole | 2024-10-15 |
| 2024-06-30 | $103,495 | 5,121 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $119,237 | 6,065 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $81,988 | 4,322 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $125,669 | 7,076 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $259,324 | 12,712 | Shares | Sole | 2023-08-09 |
| 2023-03-31 | $208,850 | 9,796 | Shares | Sole | 2023-05-09 |
| 2022-12-31 | $36,415 | 1,593 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $32,907 | 1,570 | Shares | Sole | 2022-11-07 |
| 2022-06-30 | $123,264 | 5,371 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $39,132 | 1,531 | Shares | Sole | 2022-04-18 |
| 2021-12-31 | $44,245 | 1,692 | Shares | Sole | 2022-01-14 |
| 2021-09-30 | $34,182 | 1,494 | Shares | Sole | 2021-10-22 |
| 2021-06-30 | $36,752 | 1,476 | Shares | Sole | 2021-07-26 |
| 2021-03-31 | $50,902 | 2,167 | Shares | Sole | 2021-05-21 |