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ALPS ADVISORS INC: UPB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALPS ADVISORS INC on UPB, newest first. How the timeline and the estimate are built.

ALPS ADVISORS INC held 55,228 UPB 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 55,228 shares
    Change vs previous 13F +11,236 shares

    <0.01% of the 13F portfolio, value $382,178.

    13F-HR 0001398344-26-013014 filed by ALPS ADVISORS INC
    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 43,992 shares
    Change vs previous 13F -384 shares

    <0.01% of the 13F portfolio, value $395,928.

    13F-HR 0001398344-26-008816 filed by ALPS ADVISORS INC
    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 44,376 shares
    Change vs previous 13F +18,414 shares

    0.01% of the 13F portfolio, value $1,204,808.

    13F-HR 0001398344-26-002827 filed by ALPS ADVISORS INC
    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 25,962 shares
    Change vs previous 13F -3,014 shares

    <0.01% of the 13F portfolio, value $488,345.

    13F-HR 0001398344-25-020370 filed by ALPS ADVISORS INC
    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 28,976 shares
    Change vs previous 13F -10,103 shares

    <0.01% of the 13F portfolio, value $318,156.

    13F-HR 0001398344-25-014895 filed by ALPS ADVISORS INC
    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 39,079 shares
    Change vs previous 13F -4,261 shares

    <0.01% of the 13F portfolio, value $239,163.

    13F-HR 0001398344-25-008194 filed by ALPS ADVISORS INC
    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 43,340 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $712,510.

    13F-HR 0001398344-25-002624 filed by ALPS ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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