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Disclosery

Waterloo Capital, L.P.: UPSD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on UPSD, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 421,963 UPSD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 421,963 shares
    Change vs previous 13F +16,945 shares

    0.67% of the 13F portfolio, value $11,899,369.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 405,018 shares
    Change vs previous 13F -2,688 shares

    0.73% of the 13F portfolio, value $10,327,957.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 407,706 shares
    Change vs previous 13F +9,651 shares

    0.79% of the 13F portfolio, value $10,918,366.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 398,055 shares
    Change vs previous 13F +80,865 shares

    0.79% of the 13F portfolio, value $10,614,170.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 317,190 shares
    Change vs previous 13F +72,245 shares

    0.63% of the 13F portfolio, value $7,841,718.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 244,945 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $5,673,195.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).