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Ridgepath Capital Management LLC: UPRO position timeline

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

Ridgepath Capital Management LLC held 165,092 UPRO shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 165,092 shares
    Change vs previous 13F -4,125 shares

    10.33% of the 13F portfolio, value $23,408,426.

    13F-HR 0002085853-26-001060 filed by Ridgepath Capital 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 169,217 shares
    Change vs previous 13F -38,730 shares

    8.16% of the 13F portfolio, value $16,410,682.

    13F-HR 0002085853-26-000573 filed by Ridgepath Capital 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 207,947 shares
    Change vs previous 13F 0 shares

    10.65% of the 13F portfolio, value $23,184,023.

    13F-HR 0002085853-26-000193 filed by Ridgepath Capital 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 207,947 shares
    Change vs previous 13F +24,606 shares

    9.89% of the 13F portfolio, value $23,184,023.

    13F-HR 0002085853-25-000052 filed by Ridgepath Capital 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 183,341 shares
    Change vs previous 13F +176,559 shares

    7.7% of the 13F portfolio, value $16,764,704.

    13F-HR 0002085853-25-000046 filed by Ridgepath Capital 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 6,782 shares
    Change vs previous 13F -256 shares

    0.24% of the 13F portfolio, value $501,190.

    13F-HR 0001667731-25-000681 filed by Ridgepath Capital 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 7,038 shares
    Change vs previous 13F +15 shares

    0.29% of the 13F portfolio, value $623,848.

    13F-HR 0001667731-25-000099 filed by Ridgepath Capital 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 7,023 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $605,312.

    13F-HR 0001943071-24-000004 filed by Ridgepath Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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