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UPTICK PARTNERS, LLC: SCHG position timeline

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

UPTICK PARTNERS, LLC held 28,327 SCHG 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 28,327 shares
    Change vs previous 13F -3,228 shares

    0.15% of the 13F portfolio, value $958,599.

    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 31,555 shares
    Change vs previous 13F +4,281 shares

    0.18% of the 13F portfolio, value $919,209.

    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 27,274 shares
    Change vs previous 13F +15,000 shares

    0.19% of the 13F portfolio, value $889,680.

    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 12,274 shares
    Change vs previous 13F +1,520 shares

    0.1% of the 13F portfolio, value $391,664.

    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 10,754 shares
    Change vs previous 13F +1,000 shares

    0.09% of the 13F portfolio, value $314,124.

    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 9,754 shares
    Change vs previous 13F -850 shares

    0.08% of the 13F portfolio, value $244,240.

    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 10,604 shares
    Change vs previous 13F +8,503 shares

    0.11% of the 13F portfolio, value $295,533.

    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 2,101 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $218,882.

    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).