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Disclosery

Spire Wealth Management: DJUL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spire Wealth Management on DJUL, newest first. How the timeline and the estimate are built.

Spire Wealth Management held 29,040 DJUL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,040 shares
    Change vs previous 13F -7,926 shares

    0.04% of the 13F portfolio, value $1,456,211.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 36,966 shares
    Change vs previous 13F -1,000 shares

    0.06% of the 13F portfolio, value $1,727,791.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 37,966 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,806,043.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 37,966 shares
    Change vs previous 13F -5,617 shares

    0.06% of the 13F portfolio, value $1,772,822.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 43,583 shares
    Change vs previous 13F -5,108 shares

    0.07% of the 13F portfolio, value $1,936,057.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 48,691 shares
    Change vs previous 13F -7,415 shares

    0.06% of the 13F portfolio, value $1,991,496.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 56,106 shares
    Change vs previous 13F -3,845 shares

    0.07% of the 13F portfolio, value $2,355,352.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 59,951 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,482,571.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).