Position in TRI
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$34,822
-$16,219 QoQ
Shares Held
387
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
15 quarters on record
Common Shares in TRI Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Spire Wealth Management holds $416,943 across 5 Specialty Business Services names.
All Filings in TRI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,822 | 387 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $51,041 | 387 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $159,523 | 1,027 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $208,571 | 1,037 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $358,345 | 2,074 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $315,788 | 1,969 | Shares | Sole | 2025-01-24 | |
| 2023-03-31 | $56,602 | 435 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $50,647 | 444 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $45,563 | 444 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $45,227 | 434 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $47,240 | 434 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $50,838 | 425 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $46,953 | 425 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $42,210 | 425 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $42,821 | 489 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||