Skip to content
Disclosery

UPTICK PARTNERS, LLC: IWD position timeline

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

UPTICK PARTNERS, LLC held 4,769 IWD 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 4,769 shares
    Change vs previous 13F -5 shares

    0.18% of the 13F portfolio, value $1,156,175.

    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 4,774 shares
    Change vs previous 13F -268 shares

    0.2% of the 13F portfolio, value $1,020,007.

    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 5,042 shares
    Change vs previous 13F -58 shares

    0.23% of the 13F portfolio, value $1,060,577.

    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 5,100 shares
    Change vs previous 13F -262 shares

    0.27% of the 13F portfolio, value $1,038,405.

    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 5,362 shares
    Change vs previous 13F +203 shares

    0.3% of the 13F portfolio, value $1,041,499.

    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 5,159 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $970,702.

    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 5,159 shares
    Change vs previous 13F +186 shares

    0.35% of the 13F portfolio, value $955,022.

    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 4,973 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $943,938.

    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).