Holdings in UPBD
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$813,747 |
46,341 |
+1.5%
|
Shares |
Sole |
2026-02-11 |
| 2025-09-30 |
$1,079,134 |
45,668 |
+6.7%
|
Shares |
Sole |
2025-11-12 |
| 2025-06-30 |
$1,074,154 |
42,795 |
+62.8%
|
Shares |
Sole |
2025-08-12 |
| 2025-03-31 |
$629,788 |
26,285 |
+29.3%
|
Shares |
Sole |
2025-05-07 |
| 2024-12-31 |
$592,909 |
20,326 |
-3.5%
|
Shares |
Sole |
2025-02-11 |
| 2024-09-30 |
$673,613 |
21,057 |
+0.0%
|
Shares |
Sole |
2024-11-08 |
| 2024-06-30 |
$646,357 |
21,054 |
+82.1%
|
Shares |
Sole |
2024-08-07 |
| 2024-03-31 |
$407,062 |
11,561 |
-37.4%
|
Shares |
Sole |
2024-05-10 |
| 2023-12-31 |
$627,595 |
18,475 |
-5.1%
|
Shares |
Sole |
2024-02-14 |
| 2023-09-30 |
$573,538 |
19,475 |
+35.6%
|
Shares |
Sole |
2023-11-13 |
| 2022-09-30 |
$251,496 |
14,363 |
-6.2%
|
Shares |
Sole |
2022-11-14 |
| 2021-12-31 |
$735,348 |
15,307 |
+55.4%
|
Shares |
Sole |
2022-02-14 |
| 2021-09-30 |
$553,499 |
9,847 |
-6.6%
|
Shares |
Sole |
2021-11-15 |
| 2021-06-30 |
$559,570 |
10,544 |
+18.8%
|
Shares |
Sole |
2021-08-13 |
| 2021-03-31 |
$511,847 |
8,877 |
+21.3%
|
Shares |
Sole |
2021-05-14 |
| 2020-12-31 |
$280,282 |
7,320 |
—
|
Shares |
Sole |
2021-02-12 |
