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UPTICK PARTNERS, LLC: VYM position timeline

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

UPTICK PARTNERS, LLC held 34,011 VYM 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 34,011 shares
    Change vs previous 13F -928 shares

    0.84% of the 13F portfolio, value $5,374,719.

    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 34,939 shares
    Change vs previous 13F -3,830 shares

    1.03% of the 13F portfolio, value $5,174,409.

    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 38,769 shares
    Change vs previous 13F -7,048 shares

    1.19% of the 13F portfolio, value $5,564,195.

    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 45,817 shares
    Change vs previous 13F -124 shares

    1.7% of the 13F portfolio, value $6,457,953.

    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 45,941 shares
    Change vs previous 13F +4,218 shares

    1.75% of the 13F portfolio, value $6,124,361.

    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 41,723 shares
    Change vs previous 13F -1,595 shares

    1.82% of the 13F portfolio, value $5,380,661.

    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 43,318 shares
    Change vs previous 13F +2,446 shares

    2% of the 13F portfolio, value $5,526,926.

    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 40,872 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $5,239,790.

    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).