Skip to content
Disclosery

Spire Wealth Management: USEP position timeline

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

Spire Wealth Management held 62,273 USEP 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 62,273 shares
    Change vs previous 13F -18,205 shares

    0.08% of the 13F portfolio, value $2,573,726.

    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 80,478 shares
    Change vs previous 13F -150 shares

    0.11% of the 13F portfolio, value $3,112,077.

    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 80,628 shares
    Change vs previous 13F -4,717 shares

    0.11% of the 13F portfolio, value $3,171,104.

    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 85,345 shares
    Change vs previous 13F +62,541 shares

    0.11% of the 13F portfolio, value $3,300,297.

    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 22,804 shares
    Change vs previous 13F -4,340 shares

    0.03% of the 13F portfolio, value $840,551.

    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 27,144 shares
    Change vs previous 13F -5,124 shares

    0.03% of the 13F portfolio, value $934,023.

    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 32,268 shares
    Change vs previous 13F -4 shares

    0.04% of the 13F portfolio, value $1,135,844.

    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 32,272 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,121,132.

    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).