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Disclosery

Up Capital Management, Inc.: SPYG position timeline

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

Up Capital Management, Inc. held 2,747 SPYG 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 2,747 shares
    Change vs previous 13F +3 shares

    0.25% of the 13F portfolio, value $326,828.

    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 2,744 shares
    Change vs previous 13F +4 shares

    0.3% of the 13F portfolio, value $268,626.

    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 2,740 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $292,365.

    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).