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Disclosery

Invesco Ltd.: UPBD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Invesco Ltd. on UPBD, newest first. How the timeline and the estimate are built.

Invesco Ltd. held 579,041 UPBD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 579,041 shares
    Change vs previous 13F +47,216 shares

    <0.01% of the 13F portfolio, value $12,287,251.

    13F-HR 0000914208-26-000343 filed by Invesco Ltd.
    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/A 531,825 shares
    Change vs previous 13F -16,805 shares

    <0.01% of the 13F portfolio, value $9,599,442.

    13F-HR 0000914208-26-000193 filed by Invesco Ltd.
    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/A 548,630 shares
    Change vs previous 13F +120,333 shares

    <0.01% of the 13F portfolio, value $9,633,944.

    13F-HR 0000914208-26-000071 filed by Invesco Ltd.
    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 428,297 shares
    Change vs previous 13F +19,486 shares

    <0.01% of the 13F portfolio, value $10,120,658.

    13F-HR 0000914208-25-000430 filed by Invesco Ltd.
    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 408,811 shares
    Change vs previous 13F -45,313 shares

    <0.01% of the 13F portfolio, value $10,261,157.

    13F-HR 0000914208-25-000341 filed by Invesco Ltd.
    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 454,124 shares
    Change vs previous 13F +19,305 shares

    <0.01% of the 13F portfolio, value $10,880,812.

    13F-HR 0000914208-25-000230 filed by Invesco Ltd.
    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 434,819 shares
    Change vs previous 13F +60,934 shares

    <0.01% of the 13F portfolio, value $12,683,671.

    13F-HR 0000914208-25-000103 filed by Invesco Ltd.
    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 373,885 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,960,581.

    13F-HR 0000914208-24-000547 filed by Invesco Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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