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Disclosery

Spire Wealth Management: UAUG position timeline

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

Spire Wealth Management held 35,059 UAUG 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 35,059 shares
    Change vs previous 13F -25,282 shares

    0.04% of the 13F portfolio, value $1,475,262.

    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 60,341 shares
    Change vs previous 13F +197 shares

    0.08% of the 13F portfolio, value $2,373,813.

    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 60,144 shares
    Change vs previous 13F +1,602 shares

    0.08% of the 13F portfolio, value $2,400,929.

    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 58,542 shares
    Change vs previous 13F +49,711 shares

    0.08% of the 13F portfolio, value $2,301,282.

    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 8,831 shares
    Change vs previous 13F -4,344 shares

    0.01% of the 13F portfolio, value $330,469.

    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 13,175 shares
    Change vs previous 13F -4,255 shares

    0.01% of the 13F portfolio, value $456,102.

    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 17,430 shares
    Change vs previous 13F -29 shares

    0.02% of the 13F portfolio, value $618,945.

    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 17,459 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $611,572.

    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).