TESL β€” SIMPLIFY EXCHANGE TRADED FUN

Ownership history in Spire Wealth Management  Β·  2 quarters on record

AI Ownership Summary

Spire Wealth Management reported SIMPLIFY EXCHANGE TRADED FUN (TESL) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. The latest visible filing shows TESL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TESL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Spire Wealth Management's position in SIMPLIFY EXCHANGE TRADED FUN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TESL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Spire Wealth Management held TESL β€” position size vs. price
% of Fund (quarterly)    TESL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 986 +274 +38.5% 0.00% $17K 2026-02-14 (Est.) $15.48
2025 Q3 INITIATED 712 β€” β€” 0.00% $21K 2025-10-23 $20.73

FAQ About Spire Wealth Management and TESL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Spire Wealth Management reported owning TESL?

Spire Wealth Management reported TESL across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported TESL position in Spire Wealth Management's portfolio?

The largest reported portfolio weight for TESL was 0.00% in 2025 Q3.

What is the latest reported TESL position on this page?

The most recent filing on this page is 2025 Q4, when Spire Wealth Management reported 986 shares, equal to 0.00% of portfolio, with an estimated market value of $17K.

What does the chart on this TESL ownership page compare?

The chart compares Spire Wealth Management's quarterly TESL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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