Position in HUBS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,190
-$739 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#542
of 593 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in HUBS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Spire Wealth Management holds $12,087,032 across 44 Software - Application names. HUBS ranks #32 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
61,240 | $4,419,078 | |
| 2 | SHOP |
Shopify Inc.
|
25,749 | $2,940,020 | |
| 3 | MSTR |
Strategy Inc
|
9,763 | $848,697 | |
| 4 | CRM |
Salesforce, Inc.
|
3,683 | $576,978 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,570 | $575,550 | |
| 6 | ADBE |
Adobe Inc.
|
2,175 | $445,918 | |
| 7 | DAVE |
Dave Inc./DE
|
1,032 | $384,512 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
806 | $302,507 |
All Filings in HUBS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,190 | 12 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,929 | 12 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $8,427 | 21 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $13,098 | 28 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $53,993 | 97 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $249,082 | 436 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,806,724 | 2,593 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $587,949 | 1,106 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,000,873 | 1,697 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $684,203 | 1,092 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $584,603 | 1,007 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $494,962 | 1,005 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,221,602 | 7,934 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,150,026 | 7,347 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $28,045 | 97 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $100,754 | 373 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $230,297 | 766 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $294,937 | 621 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $561,595 | 852 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $590,226 | 873 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $341,473 | 586 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $263,441 | 580 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||