SEC 13F Intelligence

Spire Wealth Management / V

Spire Wealth Management’s Visa Inc Position

Does Spire Wealth Management own Visa Inc (V)? Yes40.3K shares worth $12M (+0.42% of its 13F portfolio) as of Q1 2026, down from 40.4K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
40.3K
% of Portfolio
+0.42%
Quarters Held
21
currently held

Position History V

Reported value by quarter
Q1 ’21: $38MQ1 ’21Q2 ’21: $33MQ3 ’21: $31MQ4 ’21: $33MQ4 ’21Q1 ’22: $35MQ2 ’22: $30MQ3 ’22: $19MQ3 ’22Q4 ’22: $22,071Q1 ’23: $24MQ2 ’23: $24MQ2 ’23Q3 ’23: $18MQ4 ’23: $22MQ1 ’24: $21MQ1 ’24Q2 ’24: $17MQ3 ’24: $15MQ4 ’24: $18MQ4 ’24Q1 ’25: $22MQ2 ’25: $14MQ3 ’25: $14MQ3 ’25Q4 ’25: $14MQ1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202640.3K$12M+0.42%
Q4 202540.4K$14M+0.47%
Q3 202540.2K$14M+0.47%
Q2 202540.7K$14M+0.52%
Q1 202562.3K$22M+0.70%
Q4 202458.0K$18M+0.57%
Q3 202455.7K$15M+0.52%
Q2 202463.0K$17M+0.58%
Q1 202474.2K$21M+0.38%
Q4 202382.4K$22M+0.74%
Q3 202379.5K$18M+0.70%
Q2 2023102.7K$24M+0.90%
Q1 2023106.7K$24M+0.94%
Q4 2022106.2K$22,071+1.24%
Q3 2022106.8K$19M+1.15%
Q2 2022153.2K$30M+1.24%
Q1 2022156.5K$35M+0.93%
Q4 2021153.7K$33M+0.74%
Q3 2021139.1K$31M+0.82%
Q2 2021139.3K$33M+0.88%
Q1 2021182.8K$38M+1.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Spire Wealth Management’s full portfolio or all institutional holders of V.