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Disclosery

Spire Wealth Management: UMAY position timeline

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

Spire Wealth Management held 57,662 UMAY 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 57,662 shares
    Change vs previous 13F +31,797 shares

    0.07% of the 13F portfolio, value $2,191,138.

    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 25,865 shares
    Change vs previous 13F -4,711 shares

    0.03% of the 13F portfolio, value $952,351.

    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 30,576 shares
    Change vs previous 13F -13,157 shares

    0.04% of the 13F portfolio, value $1,118,148.

    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 43,733 shares
    Change vs previous 13F -6,805 shares

    0.05% of the 13F portfolio, value $1,568,698.

    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 50,538 shares
    Change vs previous 13F +42,412 shares

    0.06% of the 13F portfolio, value $1,756,697.

    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 8,126 shares
    Change vs previous 13F -9,159 shares

    0.01% of the 13F portfolio, value $272,074.

    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 17,285 shares
    Change vs previous 13F -11,825 shares

    0.02% of the 13F portfolio, value $581,138.

    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 29,110 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $960,611.

    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).