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UPTICK PARTNERS, LLC: FBND position timeline

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

UPTICK PARTNERS, LLC held 87,568 FBND 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 87,568 shares
    Change vs previous 13F +2,529 shares

    0.62% of the 13F portfolio, value $3,983,474.

    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 85,039 shares
    Change vs previous 13F +18,501 shares

    0.77% of the 13F portfolio, value $3,879,502.

    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 66,538 shares
    Change vs previous 13F +48,148 shares

    0.65% of the 13F portfolio, value $3,063,400.

    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 18,390 shares
    Change vs previous 13F +11,555 shares

    0.22% of the 13F portfolio, value $850,363.

    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 6,835 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $312,701.

    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).