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Disclosery

UPTICK PARTNERS, LLC: PKW position timeline

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

UPTICK PARTNERS, LLC held 8,368 PKW 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 8,368 shares
    Change vs previous 13F -1,325 shares

    0.18% of the 13F portfolio, value $1,185,471.

    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 9,693 shares
    Change vs previous 13F -89 shares

    0.25% of the 13F portfolio, value $1,272,216.

    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 9,782 shares
    Change vs previous 13F -300 shares

    0.28% of the 13F portfolio, value $1,313,978.

    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 10,082 shares
    Change vs previous 13F -507 shares

    0.35% of the 13F portfolio, value $1,335,618.

    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 10,589 shares
    Change vs previous 13F +331 shares

    0.37% of the 13F portfolio, value $1,308,753.

    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 10,258 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,155,740.

    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).