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Disclosery

Spire Wealth Management: UJUN position timeline

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

Spire Wealth Management held 67,674 UJUN 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 67,674 shares
    Change vs previous 13F +27,889 shares

    0.08% of the 13F portfolio, value $2,608,163.

    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 39,785 shares
    Change vs previous 13F -12,591 shares

    0.05% of the 13F portfolio, value $1,481,578.

    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 52,376 shares
    Change vs previous 13F -8,904 shares

    0.07% of the 13F portfolio, value $1,958,938.

    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 61,280 shares
    Change vs previous 13F -711 shares

    0.08% of the 13F portfolio, value $2,248,375.

    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 61,991 shares
    Change vs previous 13F +26,106 shares

    0.06% of the 13F portfolio, value $1,703,366.

    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 35,885 shares
    Change vs previous 13F -6,723 shares

    0.04% of the 13F portfolio, value $1,189,239.

    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 42,608 shares
    Change vs previous 13F -1,761 shares

    0.04% of the 13F portfolio, value $1,440,593.

    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 44,369 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,474,380.

    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).