Skip to content
Disclosery

UPTICK PARTNERS, LLC: IUSV position timeline

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

UPTICK PARTNERS, LLC held 16,398 IUSV 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 16,398 shares
    Change vs previous 13F -171 shares

    0.28% of the 13F portfolio, value $1,806,246.

    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 16,569 shares
    Change vs previous 13F -55 shares

    0.34% of the 13F portfolio, value $1,694,180.

    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 16,624 shares
    Change vs previous 13F -942 shares

    0.36% of the 13F portfolio, value $1,704,625.

    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 17,566 shares
    Change vs previous 13F +116 shares

    0.46% of the 13F portfolio, value $1,755,722.

    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 17,450 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $1,651,294.

    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 17,450 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $1,610,461.

    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 17,450 shares
    Change vs previous 13F -2,905 shares

    0.59% of the 13F portfolio, value $1,615,696.

    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 20,355 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,943,699.

    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).