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Disclosery

Spire Wealth Management: UFEB position timeline

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

Spire Wealth Management held 79,813 UFEB 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 79,813 shares
    Change vs previous 13F -275 shares

    0.09% of the 13F portfolio, value $3,084,763.

    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 80,088 shares
    Change vs previous 13F +46,150 shares

    0.1% of the 13F portfolio, value $2,907,186.

    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 33,938 shares
    Change vs previous 13F -14,570 shares

    0.04% of the 13F portfolio, value $1,248,588.

    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 48,508 shares
    Change vs previous 13F -33,952 shares

    0.06% of the 13F portfolio, value $1,736,093.

    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 82,460 shares
    Change vs previous 13F -3,260 shares

    0.1% of the 13F portfolio, value $2,829,218.

    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 85,720 shares
    Change vs previous 13F +66,185 shares

    0.09% of the 13F portfolio, value $2,776,463.

    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 19,535 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $649,929.

    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 19,535 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $635,669.

    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).