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Disclosery

Erickson Financial Group, LLC: UPRO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Erickson Financial Group, LLC on UPRO, newest first. How the timeline and the estimate are built.

Erickson Financial Group, LLC held 6,149 UPRO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,149 shares
    Change vs previous 13F -803 shares

    0.47% of the 13F portfolio, value $871,867.

    13F-HR 0001951757-26-001068 filed by Erickson Financial Group, 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 6,952 shares
    Change vs previous 13F +211 shares

    0.42% of the 13F portfolio, value $674,205.

    13F-HR 0001951757-26-000542 filed by Erickson Financial Group, 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 6,741 shares
    Change vs previous 13F -1,406 shares

    0.48% of the 13F portfolio, value $780,338.

    13F-HR 0001951757-26-000237 filed by Erickson Financial Group, 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 8,147 shares
    Change vs previous 13F -851 shares

    0.57% of the 13F portfolio, value $908,309.

    13F-HR 0001951757-25-001223 filed by Erickson Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 8,998 shares
    Change vs previous 13F +814 shares

    0.56% of the 13F portfolio, value $822,777.

    13F-HR 0001951757-25-001069 filed by Erickson Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 8,184 shares
    Change vs previous 13F +474 shares

    0.45% of the 13F portfolio, value $604,798.

    13F-HR 0001951757-25-000366 filed by Erickson Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 7,710 shares
    Change vs previous 13F +237 shares

    0.49% of the 13F portfolio, value $683,414.

    13F-HR 0001951757-25-000155 filed by Erickson Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 7,473 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $644,098.

    13F-HR 0001951757-24-001191 filed by Erickson Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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