First Heartland Consultants, Inc.
Position in UPLD — Upland Software, Inc.
CIK 1428793
LAKE ST. LOUIS, MO
Position in UPLD
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$13,322
-$12,173 QoQ
Shares Held
2,000
+12.2% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPLD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026First Heartland Consultants, Inc. holds $1,578,534 across 3 Software - Application names.
All Filings in UPLD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,322 | 20,004 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $25,495 | 17,829 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $35,822 | 15,115 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $28,074 | 14,397 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $37,866 | 13,240 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $48,898 | 11,267 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $30,094 | 12,086 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||