Position in UPXI
as of Mar 31, 2026
· filed May 21, 2026
Position Value
$95,642
-$159,718 QoQ
Shares Held
97,000
-36.2% QoQ
Ownership
0.138%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPXI Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Mar 31, 2026J. Derek Lewis & Associates Inc. holds $5,184,223 across 3 Internet Content & Information names. UPXI ranks #3 (1.8% of the industry book) .
All Filings in UPXI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $95,642 | 97,000 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $255,360 | 152,000 | Shares | Sole | 2026-03-23 | |
| No filing history on record for this holder in this stock. | ||||||