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Disclosery

Spire Wealth Management: UOCT position timeline

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

Spire Wealth Management held 78,766 UOCT 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 78,766 shares
    Change vs previous 13F -3,432 shares

    0.1% of the 13F portfolio, value $3,238,070.

    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 82,198 shares
    Change vs previous 13F -4,670 shares

    0.11% of the 13F portfolio, value $3,143,252.

    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 86,868 shares
    Change vs previous 13F +65,197 shares

    0.11% of the 13F portfolio, value $3,391,344.

    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 21,671 shares
    Change vs previous 13F -90 shares

    0.03% of the 13F portfolio, value $832,817.

    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 21,761 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $800,365.

    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 21,760 shares
    Change vs previous 13F -3,984 shares

    0.02% of the 13F portfolio, value $751,799.

    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 25,744 shares
    Change vs previous 13F +16,389 shares

    0.03% of the 13F portfolio, value $908,235.

    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 9,355 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $325,648.

    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).