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Disclosery

STATE STREET CORP: UPBD position timeline

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

STATE STREET CORP held 2,468,483 UPBD shares at 2026-06-30 per its 13F-HR/A filed 2026-09-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 2,468,483 shares
    Change vs previous 13F +171,994 shares

    <0.01% of the 13F portfolio, value $53,317,690.

    13F-HR/A 0000093751-26-000583 filed by STATE STREET CORP
    Accepted , ingested

  2. period ended2026-03-31
    13F 2,296,489 shares
    Change vs previous 13F -114,035 shares

    <0.01% of the 13F portfolio, value $41,451,626.

    13F-HR 0000093751-26-000315 filed by STATE STREET CORP
    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 2,410,524 shares
    Change vs previous 13F +246,146 shares

    <0.01% of the 13F portfolio, value $43,219,687.

    13F-HR 0000093751-26-000100 filed by STATE STREET CORP
    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 2,164,378 shares
    Change vs previous 13F +78,814 shares

    <0.01% of the 13F portfolio, value $52,000,853.

    13F-HR 0000093751-25-000651 filed by STATE STREET CORP
    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 2,085,564 shares
    Change vs previous 13F -79,522 shares

    <0.01% of the 13F portfolio, value $53,165,564.

    13F-HR 0000093751-25-000521 filed by STATE STREET CORP
    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 2,165,086 shares
    Change vs previous 13F +16,910 shares

    <0.01% of the 13F portfolio, value $51,875,461.

    13F-HR 0000093751-25-000351 filed by STATE STREET CORP
    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 2,148,176 shares
    Change vs previous 13F +119,952 shares

    <0.01% of the 13F portfolio, value $63,443,175.

    13F-HR 0000093751-25-000123 filed by STATE STREET CORP
    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 2,028,224 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $64,882,886.

    13F-HR 0000093751-24-000933 filed by STATE STREET CORP
    Filed (acceptance time not in the bulk data set), ingested

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