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WBI INVESTMENTS, LLC: UPBD position timeline

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

WBI INVESTMENTS, LLC held 13,049 UPBD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,049 shares
    Change vs previous 13F -2,435 shares

    0.07% of the 13F portfolio, value $276,900.

    13F-HR 0001397424-26-000004 filed by WBI 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 15,484 shares
    Change vs previous 13F +432 shares

    0.08% of the 13F portfolio, value $279,486.

    13F-HR 0001397424-26-000003 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • WBI INVESTMENTS, LLC: 15,484 shares
    • MILLINGTON SECURITIES, LLC: 15,484 shares (included in another member's report, not added)

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

  3. period ended2025-12-31
    13F 15,052 shares
    Change vs previous 13F +5,123 shares

    0.07% of the 13F portfolio, value $264,313.

    13F-HR 0001397424-26-000001 filed by WBI 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 9,929 shares
    Change vs previous 13F -550 shares

    0.06% of the 13F portfolio, value $234,622.

    13F-HR 0001397424-25-000011 filed by WBI 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 10,479 shares
    Change vs previous 13F +1,515 shares

    0.07% of the 13F portfolio, value $263,023.

    13F-HR 0001397424-25-000008 filed by WBI 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 8,964 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $214,777.

    13F-HR 0001397424-25-000004 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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