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UPTICK PARTNERS, LLC: FTSM position timeline

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

UPTICK PARTNERS, LLC held 386,777 FTSM 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 386,777 shares
    Change vs previous 13F +730 shares

    3.59% of the 13F portfolio, value $23,102,165.

    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 386,047 shares
    Change vs previous 13F +73,323 shares

    4.6% of the 13F portfolio, value $23,077,912.

    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 312,724 shares
    Change vs previous 13F +11,872 shares

    4% of the 13F portfolio, value $18,741,520.

    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 300,852 shares
    Change vs previous 13F +12,760 shares

    4.73% of the 13F portfolio, value $18,024,042.

    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 288,092 shares
    Change vs previous 13F -13,169 shares

    4.94% of the 13F portfolio, value $17,248,047.

    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 301,261 shares
    Change vs previous 13F +39,852 shares

    6.11% of the 13F portfolio, value $18,027,439.

    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 261,409 shares
    Change vs previous 13F +246,803 shares

    5.66% of the 13F portfolio, value $15,624,399.

    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 14,606 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $874,461.

    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).