Ownership history in Spire Wealth Management · 8 quarters on record
This page tracks every 13F SEC filing in which Spire Wealth Management reported a position in WAYSIDE TECHNOLOGY GROUP INC (CLMB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 37 | -7 | -15.9% | 0.00% | $5K | $33.66 |
| 2025 Q2 | REDUCED | 44 | -3 | -6.4% | 0.00% | $5K | $26.65 |
| 2025 Q1 | REDUCED | 47 | -59 | -55.7% | 0.00% | $5K | $27.56 |
| 2024 Q4 | UNCHANGED | 106 | — | 0% | 0.00% | $13K | $31.49 |
| 2024 Q3 | REDUCED | 106 | -395 | -78.8% | 0.00% | $11K | $24.70 |
| 2024 Q2 | REDUCED | 501 | -39 | -7.2% | 0.00% | $31K | $15.55 |
| 2023 Q4 | UNCHANGED | 540 | — | 0% | 0.00% | $28K | $13.50 |
| 2023 Q3 | INITIATED | 540 | — | — | 0.00% | $23K | — |
As of 2025 Q4 — sorted by position size