Financial Guidance Group, Inc.: UPSD position timeline

Financial Guidance Group, Inc. held 164,760 UPSD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 164,760 shares

   Change vs previous 13F +4,277 shares

   1.74% of the 13F portfolio, value $4,646,220.

   13F-HR 0001929349-26-000008 filed by Financial Guidance Group, Inc.
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 160,483 shares

   Change vs previous 13F +20,698 shares

   1.64% of the 13F portfolio, value $4,092,309.

   13F-HR 0001929349-26-000004 filed by Financial Guidance Group, Inc.
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 139,785 shares

   Change vs previous 13F +12,399 shares

   1.53% of the 13F portfolio, value $3,743,430.

   13F-HR 0001929349-26-000002 filed by Financial Guidance Group, Inc.
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 127,386 shares

   Change vs previous 13F +16,145 shares

   1.52% of the 13F portfolio, value $3,396,769.

   13F-HR 0001929349-25-000005 filed by Financial Guidance Group, Inc.
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 111,241 shares

   Change vs previous 13F not available

   1.34% of the 13F portfolio, value $2,750,165.

   13F-HR 0001085146-25-004235 filed by Financial Guidance Group, Inc.
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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