Holdings in UPBD
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$731,372 |
41,650 |
-26.8%
|
Shares |
Defined |
2026-02-11 |
| 2025-09-30 |
$1,344,851 |
56,913 |
+52.2%
|
Shares |
Defined |
2025-11-13 |
| 2025-06-30 |
$938,838 |
37,404 |
+5.5%
|
Shares |
Defined |
2025-08-12 |
| 2025-03-31 |
$849,762 |
35,466 |
+0.6%
|
Shares |
Defined |
2025-05-13 |
| 2024-12-31 |
$1,028,618 |
35,263 |
+7.5%
|
Shares |
Defined |
2025-02-12 |
| 2024-09-30 |
$1,048,981 |
32,791 |
+29.0%
|
Shares |
Defined |
2024-11-27 |
| 2024-06-30 |
$780,360 |
25,419 |
+11.7%
|
Shares |
Defined |
2024-08-14 |
| 2024-03-31 |
$801,446 |
22,762 |
+32.5%
|
Shares |
Defined |
2024-05-13 |
| 2023-12-31 |
$583,467 |
17,176 |
+1966.9%
|
Shares |
Defined |
2024-02-09 |
| 2023-09-30 |
$24,472 |
831 |
-95.1%
|
Shares |
Defined |
2023-11-13 |
| 2023-06-30 |
$528,243 |
16,969 |
—
|
Shares |
Defined |
2023-08-11 |
