SRS Capital Advisors, Inc.
Holdings in UPLD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,860 | 2,000 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $2,370 | 1,000 | Shares | Sole | 2025-11-14 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,860 | 2,000 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $2,370 | 1,000 | Shares | Sole | 2025-11-14 |