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UPTICK PARTNERS, LLC: CGCB position timeline

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

UPTICK PARTNERS, LLC held 295,352 CGCB 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 295,352 shares
    Change vs previous 13F +19,782 shares

    1.2% of the 13F portfolio, value $7,732,311.

    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 275,570 shares
    Change vs previous 13F +61,237 shares

    1.44% of the 13F portfolio, value $7,236,473.

    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 214,333 shares
    Change vs previous 13F +152,882 shares

    1.21% of the 13F portfolio, value $5,684,098.

    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 61,451 shares
    Change vs previous 13F +19,126 shares

    0.43% of the 13F portfolio, value $1,633,368.

    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 42,325 shares
    Change vs previous 13F +18,867 shares

    0.32% of the 13F portfolio, value $1,113,148.

    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 23,458 shares
    Change vs previous 13F -4,298 shares

    0.21% of the 13F portfolio, value $616,476.

    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 27,756 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $715,827.

    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).