Skip to content
Disclosery

Morey & Quinn Wealth Partners, LLC: UPGD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morey & Quinn Wealth Partners, LLC on UPGD, newest first. How the timeline and the estimate are built.

Morey & Quinn Wealth Partners, LLC held 3,979 UPGD 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 3,979 shares
    Change vs previous 13F -725 shares

    0.21% of the 13F portfolio, value $326,013.

    13F-HR 0002055521-26-000004 filed by Morey & Quinn Wealth Partners, 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 4,704 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $342,760.

    13F-HR 0002055521-26-000002 filed by Morey & Quinn Wealth Partners, 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 4,704 shares
    Change vs previous 13F -2 shares

    0.25% of the 13F portfolio, value $348,043.

    13F-HR 0002055521-26-000001 filed by Morey & Quinn Wealth Partners, 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 4,706 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $352,415.

    13F-HR 0002055521-25-000002 filed by Morey & Quinn Wealth Partners, 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 4,706 shares
    Change vs previous 13F -210 shares

    0.27% of the 13F portfolio, value $333,954.

    13F-HR 0001085146-25-004093 filed by Morey & Quinn Wealth Partners, 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 4,916 shares
    Change vs previous 13F -165 shares

    0.29% of the 13F portfolio, value $344,162.

    13F-HR 0001085146-25-002135 filed by Morey & Quinn Wealth Partners, 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 5,081 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $351,214.

    13F-HR 0001085146-25-001023 filed by Morey & Quinn Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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