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Spire Wealth Management Historic Quarter Change: USA Other Stocks, New

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Spire Wealth Management historic quarter change: USA Other Stocks, New

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Spire Wealth Management opened 37 positions, added to 110, reduced 136 and sold out of 149.

  • Q4 2025: Stock XAI OCTAGN FLT RAT ALT INM; Country of operation United States; Class COM; Shares before 0.
  • Q3 2025: Stock WHEELS UP EXPERIENCE INC; Country of operation United States; Class COM CL A; Shares before 0.
  • Q2 2025: Stock MAREX GROUP PLC; Country of operation —; Class ORD; Shares before 0.
  • Q2 2025: Stock VERU INC; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1858740), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-15); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-14); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-23); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-04); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2025XAI OCTAGN FLT RAT ALT INM
CUSIP 98400T106		United StatesCOM04,365+4,365$0$20,952+$20,9522026-01-14
Q3 2025WHEELS UP EXPERIENCE INC
CUSIP 96328L205		United StatesCOM CL A01,500+1,500$0$2,760+$2,7602025-10-23
Q2 2025MAREX GROUP PLC
CUSIP G5S37H101		ORD014,970+14,970$0$590,866+$590,8662025-08-04
Q2 2025VERU INC
CUSIP 92536C103		United StatesCOM03,000+3,000$0$1,745+$1,7452025-08-04
Q2 2025FUBOTV INC
CUSIP 35953D104		United StatesCOM0250+250$0$965+$9652025-08-04
Q1 2025PAYCOR HCM INC
CUSIP 70435P102		United StatesCOM020,233+20,233$0$454,029+$454,0292025-04-23
Q4 2024PSQ HOLDINGS INC
CUSIP 693691107		United StatesCL A0236,150+236,150$0$1,072,121+$1,072,1212025-01-24
Q4 2024UNITED STATES STL CORP NEW
CUSIP 912909108		United StatesCOM01,903+1,903$0$64,683+$64,6832025-01-24
Q4 2024LOGILITY SUPPLY CHAIN SOLUTI
CUSIP 029683109		United StatesCOM01,637+1,637$0$18,138+$18,1382025-01-24
Q4 2024ASPEN TECHNOLOGY INC
CUSIP 29109X106		United StatesCOM057+57$0$14,229+$14,2292025-01-24
Q4 2024BLUEPRINT MEDICINES CORP
CUSIP 09627Y109		United StatesCOM0110+110$0$9,594+$9,5942025-01-24
Q4 2024TILRAY BRANDS INC
CUSIP 88688T100		COM04,753+4,753$0$6,321+$6,3212025-01-24
Q4 2024DUN BRADSTREET HLDGS INC
CUSIP 26484T106		United StatesCOM0487+487$0$6,068+$6,0682025-01-24
Q4 2024KULR TECHNOLOGY GROUP INC
CUSIP 50125G109		United StatesCOM01,299+1,299$0$4,611+$4,6112025-01-24
Q4 2024REVELYST INC
CUSIP 690045109		United StatesCOM SHS0149+149$0$2,865+$2,8652025-01-24
Q4 2024ARCADIUM LITHIUM PLC
CUSIP G0508H110		COM SHS0429+429$0$2,201+$2,2012025-01-24
Q4 2024REVIVA PHARMACEUTCLS HLDGS I
CUSIP 76152G100		United StatesCOM01,200+1,200$0$2,172+$2,1722025-01-24
Q4 2024NXU INC
CUSIP 62956D204		United StatesCL A NEW01,030+1,030$0$1,092+$1,0922025-01-24
Q4 2024INTRA CELLULAR THERAPIES INC
CUSIP 46116X101		United StatesCOM013+13$0$1,086+$1,0862025-01-24
Q4 2024METAVIA INC
CUSIP 64132R404		United StatesCOM0500+500$0$1,015+$1,0152025-01-24
Q4 2024BIOVIE INC
CUSIP 09074F405		United StatesCL A0250+250$0$500+$5002025-01-24
Q3 2024SECUREWORKS CORP
CUSIP 81374A105		United StatesCL A02,700+2,700$0$23,895+$23,8952024-10-15
Q3 2024PREMIER INC
CUSIP 74051N102		United StatesCL A046+46$0$920+$9202024-10-15
Q3 2024CONSOLIDATED COMM HLDGS INC
CUSIP 209034107		United StatesCOM0128+128$0$594+$5942024-10-15
Q2 2024HARSCO CORP
CUSIP 415864107		United StatesCOM06,267+6,267$0$54,084+$54,0842024-07-31
Q2 2024SIX FLAGS ENTMT CORP NEW
CUSIP 83001A102		United StatesCOM0896+896$0$29,693+$29,6932024-07-31
Q2 2024OUTFRONT MEDIA INC
CUSIP 69007J106		United StatesCOM01,994+1,994$0$28,514+$28,5142024-07-31
Q2 2024AMER SOFTWARE INC
CUSIP 029683109		United StatesCL A02,000+2,000$0$18,260+$18,2602024-07-31
Q2 2024SOURCE CAP INC
CUSIP 836144105		United StatesCOM0200+200$0$8,852+$8,8522024-07-31
Q1 2024FORWARD AIR CORP
CUSIP 349853101		United StatesCOM02,420+2,420$0$75,286+$75,2862024-04-24
Q1 2024PATTERSON COS INC
CUSIP 703395103		United StatesCOM01,275+1,275$0$35,254+$35,2542024-04-24
Q1 2024FIRST BANCSHARES INC MS
CUSIP 318916103		United StatesCOM069+69$0$1,791+$1,7912024-04-24
Q1 2024POWERSCHOOL HOLDINGS INC
CUSIP 73939C106		United StatesCOM CL A078+78$0$1,661+$1,6612024-04-24
Q1 2024HEARTLAND FINL USA INC
CUSIP 42234Q102		United StatesCOM024+24$0$844+$8442024-04-24
Q1 2024CALLON PETE CO DEL
CUSIP 13123X508		United StatesCOM018+18$0$644+$6442024-04-24
Q1 2024ADVENT TECHNOLOGIES HOLDNG I
CUSIP 00788A105		COM CL A03,000+3,000$0$540+$5402024-04-24
Q1 2024PROPHASE LABS INC
CUSIP 74345W108		United StatesCOM080+80$0$518+$5182024-04-24

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