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Disclosery

Spire Wealth Management: JULW position timeline

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

Spire Wealth Management held 15,992 JULW 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 15,992 shares
    Change vs previous 13F -2,667 shares

    0.02% of the 13F portfolio, value $652,793.

    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 18,659 shares
    Change vs previous 13F -10,780 shares

    0.02% of the 13F portfolio, value $724,149.

    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 29,439 shares
    Change vs previous 13F -1,918 shares

    0.04% of the 13F portfolio, value $1,151,654.

    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 31,357 shares
    Change vs previous 13F +26,590 shares

    0.04% of the 13F portfolio, value $1,204,419.

    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 4,767 shares
    Change vs previous 13F -7,655 shares

    0.01% of the 13F portfolio, value $177,189.

    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 12,422 shares
    Change vs previous 13F -5,197 shares

    0.01% of the 13F portfolio, value $428,171.

    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 17,619 shares
    Change vs previous 13F +3 shares

    0.02% of the 13F portfolio, value $617,733.

    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 17,616 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $608,463.

    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).