Spire Wealth Management EVER — EVERQUOTE INC

Ownership history in Spire Wealth Management  ·  5 quarters on record

AI Ownership Summary

Spire Wealth Management reported EVERQUOTE INC (EVER) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.03% in 2025 Q1. The latest visible filing shows EVER 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 EVER 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 EVERQUOTE INC, 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
2026 Q2

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

High-water mark
Peak Conviction
0.03% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q2

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.

EVER stock page Spire Wealth Management fund profile Spire Wealth Management full holdings
How Spire Wealth Management held EVER — position size vs. price
% of Fund (quarterly)    EVER price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 799 +232 +40.9% 0.00% $19K 2026-07-15 $25.36
2025 Q4 ADDED — — — 567 +490 +636.4% 0.00% $15K 2026-01-14 $25.12
2025 Q3 UNCHANGED — — — 77 — 0% 0.00% $2K 2025-10-23 $20.00
2025 Q2 REDUCED 99.8% -2.8% ✅ 77 -32,983 -99.8% 0.00% $2K 2025-08-04 $25.76
2025 Q1 INITIATED — — — 33,060 — — 0.03% $866K 2025-04-23 $22.77

🏢 Other funds also holding EVER

As of 2026 Q2 — sorted by position size

Hennion & Walsh Asset Management, Inc. 3Y 0.03% Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3Y 7Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% BEACON INVESTMENT ADVISORY SERVICES, INC. 3Y 7Y 0.0% Cedar Mountain Advisors, LLC 3Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% Torren Management, LLC 0.0% GAMMA Investing LLC 0.0% Marquette Asset Management, LLC 3Y 7Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0%

FAQ About Spire Wealth Management and EVER

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 EVER?

Spire Wealth Management reported EVER across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

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

The largest reported portfolio weight for EVER was 0.03% in 2025 Q1.

What is the latest reported EVER position on this page?

The most recent filing on this page is 2026 Q2, when Spire Wealth Management reported 799 shares, equal to 0.00% of portfolio, with an estimated market value of $19K.

What does the chart on this EVER ownership page compare?

The chart compares Spire Wealth Management's quarterly EVER 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.

How well did Spire Wealth Management time their EVER position?

Based on 13F filing dates vs. subsequent EVER price moves, Spire Wealth Management correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on EVER relative to SPY over the holding period was -18.2%.

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