Position in URBN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,543
+$376 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#368
of 418 holders
Holding Since
Sep 2023
12 quarters on record
Common Shares in URBN Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Spire Wealth Management holds $7,588,882 across 9 Apparel Retail names. URBN ranks #5 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
30,957 | $4,689,985 | |
| 2 | ROST |
Ross Stores, Inc.
|
13,189 | $2,807,277 | |
| 3 | LULU |
lululemon athletica inc.
|
644 | $73,531 | |
| 4 | BOOT |
Boot Barn Holdings, Inc.
|
38 | $6,242 | |
| 5 | URBN |
Urban Outfitters Inc
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|
50 | $3,543 | |
| 6 | VSXY |
Victoria's Secret & Co.
|
36 | $3,005 | |
| 7 | CRI |
Carters Inc
|
68 | $2,798 | |
| 8 | GAP |
Gap Inc
|
100 | $1,868 |
All Filings in URBN
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,543 | 50 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,167 | 50 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $33,114 | 440 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $17,143 | 240 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,901 | 40 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $49,256 | 940 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $49,392 | 900 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $42,141 | 1,100 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $46,797 | 1,140 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $47,762 | 1,100 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $40,686 | 1,140 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $980 | 30 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||