Skip to content
Disclosery

UPTICK PARTNERS, LLC: CGDV position timeline

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

UPTICK PARTNERS, LLC held 131,550 CGDV 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 131,550 shares
    Change vs previous 13F +15,949 shares

    1.01% of the 13F portfolio, value $6,482,766.

    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 115,601 shares
    Change vs previous 13F +28,922 shares

    0.98% of the 13F portfolio, value $4,917,679.

    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 86,679 shares
    Change vs previous 13F +14,045 shares

    0.81% of the 13F portfolio, value $3,782,676.

    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 72,634 shares
    Change vs previous 13F -1,626 shares

    0.8% of the 13F portfolio, value $3,052,807.

    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 74,260 shares
    Change vs previous 13F -55 shares

    0.84% of the 13F portfolio, value $2,932,527.

    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 74,315 shares
    Change vs previous 13F -2,439 shares

    0.9% of the 13F portfolio, value $2,648,587.

    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 76,754 shares
    Change vs previous 13F -6,463 shares

    0.98% of the 13F portfolio, value $2,706,346.

    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 83,217 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $3,032,427.

    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).