Holdings in UPBD
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$2,636,072 |
150,118 |
+266.0%
|
Shares |
Defined |
2026-02-11 |
| 2025-09-30 |
$969,255 |
41,018 |
-75.7%
|
Shares |
Defined |
2025-11-13 |
| 2025-06-30 |
$4,243,480 |
169,063 |
+282.7%
|
Shares |
Defined |
2025-08-12 |
| 2025-03-31 |
$1,058,360 |
44,172 |
-7.3%
|
Shares |
Defined |
2025-05-09 |
| 2024-12-31 |
$1,390,533 |
47,670 |
+40.4%
|
Shares |
Defined |
2025-06-30 |
| 2024-09-30 |
$1,086,283 |
33,957 |
+24.8%
|
Shares |
Defined |
2025-06-26 |
| 2024-06-30 |
$835,438 |
27,213 |
-13.4%
|
Shares |
Defined |
2025-06-12 |
| 2024-03-31 |
$1,106,050 |
31,413 |
+0.3%
|
Shares |
Defined |
2025-06-02 |
| 2023-12-31 |
$1,063,395 |
31,304 |
-1.6%
|
Shares |
Defined |
2024-02-14 |
| 2023-09-30 |
$936,862 |
31,812 |
+9.1%
|
Shares |
Defined |
2023-11-24 |
| 2023-06-30 |
$907,313 |
29,146 |
-25.9%
|
Shares |
Defined |
2023-08-14 |
| 2023-03-31 |
$963,487 |
39,310 |
+34.3%
|
Shares |
Defined |
2023-05-15 |
| 2022-12-31 |
$660,083 |
29,272 |
+8.1%
|
Shares |
Defined |
2023-02-13 |
| 2022-09-30 |
$474,223 |
27,083 |
-17.3%
|
Shares |
Defined |
2022-11-14 |
| 2022-06-30 |
$636,851 |
32,743 |
-25.1%
|
Shares |
Defined |
2022-08-11 |
| 2022-03-31 |
$1,101,231 |
43,717 |
-8.2%
|
Shares |
Defined |
2022-05-13 |
| 2021-12-31 |
$2,288,673 |
47,641 |
+3.8%
|
Shares |
Defined |
2022-02-16 |
| 2021-09-30 |
$2,579,645 |
45,893 |
-3.8%
|
Shares |
Defined |
2021-11-04 |
| 2021-06-30 |
$2,532,235 |
47,715 |
+16.9%
|
Shares |
Defined |
2021-08-11 |
| 2021-03-31 |
$2,352,643 |
40,802 |
-10.2%
|
Shares |
Defined |
2021-05-13 |
| 2020-12-31 |
$1,738,825 |
45,412 |
-41.0%
|
Shares |
Defined |
2021-02-16 |
| 2020-09-30 |
$2,302,008 |
77,016 |
+3.4%
|
Shares |
Defined |
2020-11-12 |
| 2020-06-30 |
$2,072,534 |
74,498 |
-42.4%
|
Shares |
Defined |
2020-08-13 |
| 2020-03-31 |
$1,829,009 |
129,350 |
—
|
Shares |
Defined |
2020-05-14 |