MDB MONGODB INC

Ownership history in Spire Wealth Management  ·  14 quarters on record

This page tracks every 13F SEC filing in which Spire Wealth Management reported a position in MONGODB INC (MDB). 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.

Peak position
0.01% (2021 Q3)
Avg. % of fund
0.0%
First filed
2021 Q2
Last filed
2025 Q3
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3 -2 -40.0% 0.00% $931 $310.38
2025 Q2 REDUCED 5 -20 -80.0% 0.00% $1K $209.99
2025 Q1 ADDED 25 +17 +212.5% 0.00% $4K $175.40
2024 Q4 REDUCED 8 -1,031 -99.2% 0.00% $2K $232.81
2024 Q1 ADDED 1,039 +641 +161.1% 0.01% $373K $358.64
2023 Q4 ADDED 398 +6 +1.5% 0.01% $160K $408.85
2023 Q3 ADDED 392 +3 +0.8% 0.01% $136K $345.86
2023 Q2 UNCHANGED 389 0% 0.01% $160K $410.99
2023 Q1 REDUCED 389 -1 -0.3% 0.00% $91K $233.12
2022 Q2 REDUCED 390 -398 -50.5% 0.00% $101K $259.50
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% of Fund (quarterly)    MDB price (monthly, adj. close)
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