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Disclosery

Uniting Wealth Partners, LLC: UPSD position timeline

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

Uniting Wealth Partners, LLC held 0 UPSD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -265,111 shares

    13F-HR 0001951757-26-001135 filed by Uniting Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 265,111 shares
    Change vs previous 13F +15,252 shares

    1.44% of the 13F portfolio, value $6,776,284.

    13F-HR 0001951757-26-000696 filed by Uniting 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 249,859 shares
    Change vs previous 13F +44,188 shares

    2.05% of the 13F portfolio, value $6,691,224.

    13F-HR 0001951757-26-000429 filed by Uniting 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 205,671 shares
    Change vs previous 13F +40,556 shares

    1.29% of the 13F portfolio, value $5,484,238.

    13F-HR 0001951757-25-001316 filed by Uniting 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 165,115 shares
    Change vs previous 13F +31,056 shares

    1.58% of the 13F portfolio, value $4,082,056.

    13F-HR 0001951757-25-001027 filed by Uniting 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 134,059 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $3,104,954.

    13F-HR 0001951757-25-000447 filed by Uniting Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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