Skip to content
Disclosery

Up Capital Management, Inc.: QQQ position timeline

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

Up Capital Management, Inc. held 12,500 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,500 shares
    Change vs previous 13F -1,062 shares

    7.12% of the 13F portfolio, value $9,205,225.

    13F-HR 0001214659-26-009669 filed by Up Capital Management, Inc.
    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 13,562 shares
    Change vs previous 13F -2,101 shares

    8.78% of the 13F portfolio, value $7,827,915.

    13F-HR 0001214659-26-004853 filed by Up Capital Management, Inc.
    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 15,663 shares
    Change vs previous 13F not available

    8.61% of the 13F portfolio, value $9,621,687.

    13F-HR 0001214659-26-003633 filed by Up Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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