GREEN SQUARE CAPITAL ADVISORS LLC
Holdings in UPLD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $20,607 | 14,411 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $34,154 | 14,411 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $28,101 | 14,411 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $41,215 | 14,411 | Shares | Sole | 2025-04-21 |
| 2024-12-31 | $62,543 | 14,411 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $35,883 | 14,411 | Shares | Sole | 2024-11-07 |
| 2024-03-31 | $44,529 | 14,411 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $60,958 | 14,411 | Shares | Sole | 2024-01-18 |
| 2023-09-30 | $66,578 | 14,411 | Shares | Sole | 2023-10-10 |
| 2023-06-30 | $51,879 | 14,411 | Shares | Sole | 2023-07-13 |
| 2023-03-31 | $61,967 | 14,411 | Shares | Sole | 2023-04-14 |
| 2022-12-31 | $102,750 | 14,411 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $117,161 | 14,411 | Shares | Sole | 2022-10-31 |
| 2022-06-30 | $209,247 | 14,411 | Shares | Sole | 2022-07-20 |
| 2022-03-31 | $253,777 | 14,411 | Shares | Sole | 2022-05-05 |
| 2021-12-31 | $258,533 | 14,411 | Shares | Sole | 2022-03-08 |
| 2021-09-30 | $481,903 | 14,411 | Shares | Sole | 2021-10-19 |
| 2021-06-30 | $593,300 | 14,411 | Shares | Sole | 2021-07-29 |
| 2021-03-31 | $680,055 | 14,411 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $661,320 | 14,411 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $543,294 | 14,411 | Shares | Sole | 2020-11-16 |
| 2020-06-30 | $500,926 | 14,411 | Shares | Sole | 2020-08-14 |
| 2020-03-31 | $413,323 | 15,411 | Shares | Sole | 2020-05-15 |