Holdings in UPBD
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$2,336,691 |
133,069 |
+20.3%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$2,613,950 |
110,620 |
-4.6%
|
Shares |
Sole |
2025-10-29 |
| 2025-06-30 |
$2,908,939 |
115,894 |
+228.8%
|
Shares |
Sole |
2025-08-11 |
| 2024-03-31 |
$1,241,011 |
35,246 |
+19.9%
|
Shares |
Defined |
2024-05-07 |
| 2023-12-31 |
$998,921 |
29,406 |
+9.1%
|
Shares |
Defined |
2024-02-12 |
| 2023-09-30 |
$793,412 |
26,941 |
-12.5%
|
Shares |
Sole |
2023-10-26 |
| 2023-06-30 |
$958,430 |
30,788 |
+1.4%
|
Shares |
Sole |
2023-07-31 |
| 2023-03-31 |
$744,368 |
30,370 |
+20.6%
|
Shares |
Sole |
2023-04-24 |
| 2022-12-31 |
$568,079 |
25,192 |
+66.3%
|
Shares |
Sole |
2023-01-26 |
| 2022-09-30 |
$265,258 |
15,149 |
—
|
Shares |
Defined |
2022-11-07 |
