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Empowered Funds, LLC: UPBD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Empowered Funds, LLC on UPBD, newest first. How the timeline and the estimate are built.

Empowered Funds, LLC held 236,744 UPBD shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 236,744 shares
    Change vs previous 13F -3,982 shares

    0.03% of the 13F portfolio, value $5,023,708.

    13F-HR 0001592828-26-000007 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 240,726 shares
    Change vs previous 13F +25,875 shares

    0.03% of the 13F portfolio, value $4,345,104.

    13F-HR/A 0001592828-26-000006 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 214,851 shares
    Change vs previous 13F +18,584 shares

    0.06% of the 13F portfolio, value $3,772,784.

    13F-HR/A 0001592828-26-000004 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 196,267 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,637,789.

    13F-HR 0001592828-25-000013 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).