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Spire Wealth Management: UAPR position timeline

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

Spire Wealth Management held 42,667 UAPR 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 42,667 shares
    Change vs previous 13F +10,751 shares

    0.05% of the 13F portfolio, value $1,498,032.

    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 31,916 shares
    Change vs previous 13F -21,961 shares

    0.04% of the 13F portfolio, value $1,065,051.

    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 53,877 shares
    Change vs previous 13F -17,706 shares

    0.06% of the 13F portfolio, value $1,765,553.

    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 71,583 shares
    Change vs previous 13F -54,253 shares

    0.08% of the 13F portfolio, value $2,300,678.

    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 125,836 shares
    Change vs previous 13F +69,477 shares

    0.14% of the 13F portfolio, value $3,938,672.

    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 56,359 shares
    Change vs previous 13F -6,713 shares

    0.05% of the 13F portfolio, value $1,682,880.

    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 63,072 shares
    Change vs previous 13F -8,131 shares

    0.06% of the 13F portfolio, value $1,945,130.

    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 71,203 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,150,331.

    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).