Holdings in UPLD
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$611,393 |
427,548 |
-17.6%
|
Shares |
Sole |
2026-02-17 |
| 2025-09-30 |
$1,230,463 |
519,183 |
0.0%
|
Shares |
Sole |
2025-11-14 |
| 2025-06-30 |
$1,012,406 |
519,183 |
0.0%
|
Shares |
Sole |
2025-08-14 |
| 2025-03-31 |
$1,484,863 |
519,183 |
0.0%
|
Shares |
Sole |
2025-05-15 |
| 2024-12-31 |
$2,253,254 |
519,183 |
0.0%
|
Shares |
Sole |
2025-02-14 |
| 2024-09-30 |
$1,292,765 |
519,183 |
0.0%
|
Shares |
Sole |
2024-11-14 |
| 2024-06-30 |
$1,292,765 |
519,183 |
0.0%
|
Shares |
Sole |
2024-08-14 |
| 2024-03-31 |
$1,604,275 |
519,183 |
+6.1%
|
Shares |
Sole |
2024-05-15 |
| 2023-12-31 |
$2,069,244 |
489,183 |
+0.6%
|
Shares |
Sole |
2024-02-14 |
| 2023-09-30 |
$2,246,405 |
486,235 |
+9.6%
|
Shares |
Sole |
2023-11-14 |
| 2023-06-30 |
$1,597,633 |
443,787 |
—
|
Shares |
Sole |
2023-08-14 |
