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Disclosery

Spire Wealth Management: UJUL position timeline

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

Spire Wealth Management held 20,088 UJUL 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 20,088 shares
    Change vs previous 13F -2,701 shares

    0.02% of the 13F portfolio, value $819,001.

    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 22,789 shares
    Change vs previous 13F -10,891 shares

    0.03% of the 13F portfolio, value $872,801.

    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 33,680 shares
    Change vs previous 13F -1,908 shares

    0.04% of the 13F portfolio, value $1,305,113.

    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 35,588 shares
    Change vs previous 13F +28,117 shares

    0.05% of the 13F portfolio, value $1,356,270.

    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 7,471 shares
    Change vs previous 13F -7,807 shares

    0.01% of the 13F portfolio, value $274,858.

    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 15,278 shares
    Change vs previous 13F -14,619 shares

    0.02% of the 13F portfolio, value $512,259.

    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 29,897 shares
    Change vs previous 13F -1,783 shares

    0.03% of the 13F portfolio, value $1,031,153.

    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 31,680 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,074,284.

    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).