Skip to content
Disclosery

UPTICK PARTNERS, LLC: PEP position timeline

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

UPTICK PARTNERS, LLC held 4,693 PEP 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 4,693 shares
    Change vs previous 13F +252 shares

    0.1% of the 13F portfolio, value $635,490.

    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 4,441 shares
    Change vs previous 13F -577 shares

    0.14% of the 13F portfolio, value $689,613.

    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 5,018 shares
    Change vs previous 13F -21 shares

    0.15% of the 13F portfolio, value $720,123.

    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 5,039 shares
    Change vs previous 13F -161 shares

    0.19% of the 13F portfolio, value $707,687.

    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 5,200 shares
    Change vs previous 13F +1,229 shares

    0.2% of the 13F portfolio, value $686,570.

    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 3,971 shares
    Change vs previous 13F -102 shares

    0.2% of the 13F portfolio, value $595,487.

    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 4,073 shares
    Change vs previous 13F -5 shares

    0.22% of the 13F portfolio, value $619,294.

    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 4,078 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $693,412.

    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).