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Formidable Asset Management, LLC: UPGD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Formidable Asset Management, LLC on UPGD, newest first. How the timeline and the estimate are built.

Formidable Asset Management, LLC held 3,004 UPGD shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,004 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $218,889.

    13F-HR 0001592613-26-000003 filed by Formidable Asset Management, 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 3,004 shares
    Change vs previous 13F -36 shares

    0.03% of the 13F portfolio, value $222,262.

    13F-HR 0001592613-26-000002 filed by Formidable Asset Management, 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 3,040 shares
    Change vs previous 13F -300 shares

    0.03% of the 13F portfolio, value $227,655.

    13F-HR 0001592613-26-000001 filed by Formidable Asset Management, 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 3,340 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $237,018.

    13F-HR 0001592613-25-000008 filed by Formidable Asset Management, 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 3,340 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $233,828.

    13F-HR 0001592613-25-000004 filed by Formidable Asset Management, 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 3,340 shares
    Change vs previous 13F -325 shares

    0.04% of the 13F portfolio, value $233,828.

    13F-HR 0001592613-25-000002 filed by Formidable Asset Management, 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 3,665 shares
    Change vs previous 13F -50 shares

    0.04% of the 13F portfolio, value $253,336.

    13F-HR 0001592613-25-000001 filed by Formidable Asset Management, 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 3,715 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $266,952.

    13F-HR 0001592613-24-000006 filed by Formidable Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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