Holdings in UPLD
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$372,643 |
260,590 |
+2.1%
|
Shares |
Defined |
2026-02-17 |
| 2025-09-30 |
$604,669 |
255,135 |
-7.5%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$538,024 |
275,910 |
-14.1%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$918,125 |
321,023 |
-19.5%
|
Shares |
Defined |
2025-05-15 |
| 2024-12-31 |
$1,730,792 |
398,800 |
+33.5%
|
Shares |
Defined |
2025-02-14 |
| 2024-09-30 |
$743,621 |
298,643 |
+11.2%
|
Shares |
Defined |
2024-11-14 |
| 2024-06-30 |
$668,637 |
268,529 |
-12.7%
|
Shares |
Defined |
2024-08-14 |
| 2024-03-31 |
$950,678 |
307,663 |
+44.0%
|
Shares |
Defined |
2024-05-15 |
| 2023-12-31 |
$903,739 |
213,650 |
+709.7%
|
Shares |
Defined |
2024-02-14 |
| 2023-09-30 |
$121,907 |
26,387 |
-29.2%
|
Principal |
Defined |
2023-11-14 |
| 2023-06-30 |
$134,168 |
37,269 |
+68.5%
|
Shares |
Defined |
2023-08-14 |
| 2023-03-31 |
$95,103 |
22,117 |
+90.4%
|
Principal |
Defined |
2023-05-15 |
| 2022-12-31 |
$82,829 |
11,617 |
—
|
Shares |
Defined |
2023-02-14 |
