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Disclosery

Spire Wealth Management: UJAN position timeline

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

Spire Wealth Management held 76,520 UJAN 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 76,520 shares
    Change vs previous 13F -542 shares

    0.1% of the 13F portfolio, value $3,468,638.

    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 77,062 shares
    Change vs previous 13F +37,047 shares

    0.11% of the 13F portfolio, value $3,275,906.

    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 40,015 shares
    Change vs previous 13F -4,964 shares

    0.06% of the 13F portfolio, value $1,731,049.

    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 44,979 shares
    Change vs previous 13F -4,490 shares

    0.06% of the 13F portfolio, value $1,894,945.

    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 49,469 shares
    Change vs previous 13F -3,428 shares

    0.07% of the 13F portfolio, value $2,001,013.

    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 52,897 shares
    Change vs previous 13F +32,352 shares

    0.06% of the 13F portfolio, value $2,017,500.

    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 20,545 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $800,228.

    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 20,545 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $781,737.

    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).