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Disclosery

Spire Wealth Management: UDOW position timeline

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

Spire Wealth Management held 3,593 UDOW 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 3,593 shares
    Change vs previous 13F +303 shares

    0.01% of the 13F portfolio, value $251,853.

    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 3,290 shares
    Change vs previous 13F -12,426 shares

    0.01% of the 13F portfolio, value $165,087.

    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 15,716 shares
    Change vs previous 13F +15,472 shares

    0.03% of the 13F portfolio, value $910,095.

    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 244 shares
    Change vs previous 13F -3 shares

    <0.01% of the 13F portfolio, value $26,084.

    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 247 shares
    Change vs previous 13F +19 shares

    <0.01% of the 13F portfolio, value $23,325.

    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 228 shares
    Change vs previous 13F -208,746 shares

    <0.01% of the 13F portfolio, value $20,039.

    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 208,974 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $19,758,525.

    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).