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UPTICK PARTNERS, LLC: BUXX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UPTICK PARTNERS, LLC on BUXX, newest first. How the timeline and the estimate are built.

UPTICK PARTNERS, LLC held 1,152,858 BUXX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,152,858 shares
    Change vs previous 13F +101,750 shares

    3.63% of the 13F portfolio, value $23,333,846.

    13F-HR 0002005353-26-000004 filed by UPTICK PARTNERS, 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 1,051,108 shares
    Change vs previous 13F +162,029 shares

    4.24% of the 13F portfolio, value $21,279,683.

    13F-HR 0001986152-26-000058 filed by UPTICK 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 889,079 shares
    Change vs previous 13F -47,841 shares

    3.84% of the 13F portfolio, value $17,994,957.

    13F-HR 0001986152-26-000003 filed by UPTICK 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 936,920 shares
    Change vs previous 13F -51,006 shares

    4.99% of the 13F portfolio, value $19,000,747.

    13F-HR 0001986152-25-000099 filed by UPTICK 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 987,926 shares
    Change vs previous 13F +172,047 shares

    5.75% of the 13F portfolio, value $20,074,663.

    13F-HR 0001986152-25-000054 filed by UPTICK 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 815,879 shares
    Change vs previous 13F +247,271 shares

    5.61% of the 13F portfolio, value $16,570,511.

    13F-HR 0001986152-25-000034 filed by UPTICK PARTNERS, 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 568,608 shares
    Change vs previous 13F +288,736 shares

    4.18% of the 13F portfolio, value $11,531,372.

    13F-HR 0001986152-25-000007 filed by UPTICK PARTNERS, 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 279,872 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $5,680,011.

    13F-HR 0001986152-24-000053 filed by UPTICK PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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