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Disclosery

Spire Wealth Management: UDEC position timeline

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

Spire Wealth Management held 64,538 UDEC 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 64,538 shares
    Change vs previous 13F -1,612 shares

    0.08% of the 13F portfolio, value $2,689,950.

    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 66,150 shares
    Change vs previous 13F -8,557 shares

    0.09% of the 13F portfolio, value $2,569,266.

    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 74,707 shares
    Change vs previous 13F +34,316 shares

    0.1% of the 13F portfolio, value $2,961,385.

    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 40,391 shares
    Change vs previous 13F -12,747 shares

    0.05% of the 13F portfolio, value $1,549,803.

    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 53,138 shares
    Change vs previous 13F -22,171 shares

    0.07% of the 13F portfolio, value $1,936,349.

    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 75,309 shares
    Change vs previous 13F -5,275 shares

    0.08% of the 13F portfolio, value $2,583,099.

    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 80,584 shares
    Change vs previous 13F +39,429 shares

    0.09% of the 13F portfolio, value $2,827,693.

    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 41,155 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,440,392.

    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).