Position in UPXI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$11,536
-$8,120 QoQ
Shares Held
11,700
0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPXI Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Mar 31, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $68,315,562 across 6 Internet Content & Information names. UPXI ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
125,916 | $36,208,404 | |
| 2 | META |
Meta Platforms, Inc.
|
51,891 | $29,688,397 | |
| 3 | SPOT |
Spotify Technology S.A.
|
2,758 | $1,337,381 | |
| 4 | ZG |
Zillow Group, Inc.
|
14,953 | $618,904 | |
| 5 | NBIS |
Nebius Group N.V.
|
4,346 | $450,940 | |
| 6 | UPXI |
Upexi, Inc.
This page
|
11,700 | $11,536 |
All Filings in UPXI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,536 | 11,700 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $19,656 | 11,700 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $61,739 | 10,700 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||