Skip to content
Disclosery

Spire Wealth Management: UMAR position timeline

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

Spire Wealth Management held 30,959 UMAR 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 30,959 shares
    Change vs previous 13F -4,337 shares

    0.04% of the 13F portfolio, value $1,307,999.

    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 35,296 shares
    Change vs previous 13F -6,305 shares

    0.05% of the 13F portfolio, value $1,402,663.

    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 41,601 shares
    Change vs previous 13F -12,342 shares

    0.06% of the 13F portfolio, value $1,661,951.

    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 53,943 shares
    Change vs previous 13F -11,248 shares

    0.07% of the 13F portfolio, value $2,104,316.

    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 65,191 shares
    Change vs previous 13F -25,723 shares

    0.09% of the 13F portfolio, value $2,451,834.

    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 90,914 shares
    Change vs previous 13F +62,960 shares

    0.1% of the 13F portfolio, value $3,231,981.

    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 27,954 shares
    Change vs previous 13F -3,295 shares

    0.03% of the 13F portfolio, value $997,680.

    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 31,249 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,089,967.

    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).