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RENASANT BANK: UPSD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RENASANT BANK on UPSD, newest first. How the timeline and the estimate are built.

RENASANT BANK held 81,333 UPSD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,333 shares
    Change vs previous 13F +3,752 shares

    1.47% of the 13F portfolio, value $2,293,591.

    13F-HR 0001656167-26-000007 filed by RENASANT BANK
    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 77,581 shares
    Change vs previous 13F +419 shares

    1.4% of the 13F portfolio, value $1,978,316.

    13F-HR 0001656167-26-000005 filed by RENASANT BANK
    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 77,162 shares
    Change vs previous 13F -20,901 shares

    1.4% of the 13F portfolio, value $2,066,398.

    13F-HR 0001656167-26-000003 filed by RENASANT BANK
    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 98,063 shares
    Change vs previous 13F +919 shares

    1.66% of the 13F portfolio, value $2,614,859.

    13F-HR 0001656167-25-000014 filed by RENASANT BANK
    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 97,144 shares
    Change vs previous 13F -5,434 shares

    1.6% of the 13F portfolio, value $2,401,643.

    13F-HR 0001656167-25-000008 filed by RENASANT BANK
    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 102,578 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $2,375,819.

    13F-HR 0001656167-25-000004 filed by RENASANT BANK
    Filed (acceptance time not in the bulk data set), ingested

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