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Disclosery

Spire Wealth Management: UPS position timeline

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

Spire Wealth Management held 2,441 UPS 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 2,441 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $262,358.

    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 2,437 shares
    Change vs previous 13F -10,574 shares

    0.01% of the 13F portfolio, value $239,723.

    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 13,011 shares
    Change vs previous 13F +7,680 shares

    0.04% of the 13F portfolio, value $1,290,610.

    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 5,331 shares
    Change vs previous 13F +44 shares

    0.02% of the 13F portfolio, value $445,335.

    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 5,287 shares
    Change vs previous 13F -27,317 shares

    0.02% of the 13F portfolio, value $533,719.

    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 32,604 shares
    Change vs previous 13F +21,533 shares

    0.11% of the 13F portfolio, value $3,586,101.

    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 11,071 shares
    Change vs previous 13F +871 shares

    0.04% of the 13F portfolio, value $1,396,083.

    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 10,200 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,390,655.

    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).