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Disclosery

Tidal Investments LLC: UPBD position timeline

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

Tidal Investments LLC held 10,596 UPBD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,596 shares
    Change vs previous 13F -1,417 shares

    <0.01% of the 13F portfolio, value $224,847.

    13F-HR 0002000324-26-003371 filed by Tidal Investments 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 12,013 shares
    Change vs previous 13F +224 shares

    <0.01% of the 13F portfolio, value $216,835.

    13F-HR 0002000324-26-001933 filed by Tidal Investments 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 11,789 shares
    Change vs previous 13F -31,860 shares

    <0.01% of the 13F portfolio, value $207,015.

    13F-HR 0001600064-26-000002 filed by Tidal Investments 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 43,649 shares
    Change vs previous 13F +1,880 shares

    <0.01% of the 13F portfolio, value $1,031,426.

    13F-HR 0001600064-25-000011 filed by Tidal Investments 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 41,769 shares
    Change vs previous 13F +14,616 shares

    0.01% of the 13F portfolio, value $1,048,402.

    13F-HR 0001600064-25-000009 filed by Tidal Investments 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 27,153 shares
    Change vs previous 13F +9,253 shares

    0.01% of the 13F portfolio, value $650,586.

    13F-HR 0001600064-25-000007 filed by Tidal Investments 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 17,900 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $522,143.

    13F-HR 0001600064-25-000003 filed by Tidal Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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