Position in NOVT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$124,275
+$33,921 QoQ
Shares Held
766
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#322
of 401 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in NOVT Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Spire Wealth Management holds $739,555 across 11 Scientific & Technical Instruments names. NOVT ranks #4 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GRMN |
Garmin Ltd
|
816 | $193,832 | |
| 2 | COHR |
Coherent Corp.
|
445 | $175,539 | |
| 3 | CGNX |
Cognex Corp
|
2,012 | $145,709 | |
| 4 | NOVT |
Novanta Inc
This page
|
766 | $124,275 | |
| 5 | ITRI |
Itron, Inc.
|
437 | $37,813 | |
| 6 | ESE |
Esco Technologies Inc
|
105 | $36,754 | |
| 7 | TRMB |
Trimble Inc.
|
257 | $13,153 | |
| 8 | KEYS |
Keysight Technologies, Inc.
|
16 | $5,601 |
All Filings in NOVT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,275 | 766 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $90,354 | 765 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $91,027 | 765 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $96,845 | 967 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $163,354 | 1,267 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $224,028 | 1,752 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $298,207 | 1,952 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $349,430 | 1,953 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $318,390 | 1,952 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $341,151 | 1,952 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $373,701 | 2,219 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $331,202 | 2,309 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $461,722 | 2,508 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $398,838 | 2,507 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $333,832 | 2,457 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $292,131 | 2,526 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $321,001 | 2,647 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $749,156 | 5,265 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $17,900,668 | 101,518 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $15,452,008 | 100,013 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $13,521,414 | 100,337 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $13,332,891 | 101,091 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||