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UPTICK PARTNERS, LLC: USFR position timeline

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

UPTICK PARTNERS, LLC held 510,939 USFR 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 510,939 shares
    Change vs previous 13F +35,301 shares

    4% of the 13F portfolio, value $25,725,787.

    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 475,638 shares
    Change vs previous 13F -116,473 shares

    4.78% of the 13F portfolio, value $23,943,606.

    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 592,111 shares
    Change vs previous 13F -67,134 shares

    6.35% of the 13F portfolio, value $29,795,034.

    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 659,245 shares
    Change vs previous 13F -13,152 shares

    8.7% of the 13F portfolio, value $33,140,130.

    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 672,397 shares
    Change vs previous 13F -95,825 shares

    9.68% of the 13F portfolio, value $33,828,001.

    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 768,222 shares
    Change vs previous 13F -54,656 shares

    13.09% of the 13F portfolio, value $38,664,615.

    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 822,878 shares
    Change vs previous 13F -80,079 shares

    15.01% of the 13F portfolio, value $41,407,223.

    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 902,957 shares
    Change vs previous 13F not available

    19.18% of the 13F portfolio, value $45,346,500.

    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).