SCHEDULE: Kathmere Capital Discloses 0.07% Stake in UPEXI, INC.

Kathmere Capital Management, LLC has reported a 0.07% beneficial ownership stake in UPEXI, INC.'s Class A securities.

Summary

• Kathmere Capital Management, LLC, an investment adviser based in Pennsylvania, has filed an Amendment No. 1 to Schedule 13G regarding its beneficial ownership in UPEXI, INC.
• The filing indicates that Kathmere Capital Management, LLC beneficially owns 417,983 shares of UPEXI, INC.'s Class A securities.
• This ownership represents 0.07% of the Class A shares outstanding.
• Kathmere Capital Management, LLC holds sole dispositive power over all 417,983 shares, but no sole or shared voting power.
• The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral, as it is a routine disclosure of beneficial ownership and does not contain information that would significantly alter the perception of the company's performance or prospects.

Positives

• NA

Negatives

• NA

Risks

• NA

Future Outlook

NA

Management Comments

• Kathmere Capital Management, LLC certifies that, to the best of its knowledge and belief, the securities were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities.

Industry Context

StockSavvy.ai notes that this filing is a standard disclosure of beneficial ownership by an investment adviser, indicating a passive investment position in UPEXI, INC. It does not provide broader industry trends or competitive analysis.

Stakeholder Impact

• Shareholders are informed of an institutional investor, Kathmere Capital Management, LLC, holding a 0.07% stake in UPEXI, INC., indicating a passive investment interest.

Key Dates

Keywords

UPEXI INC, Kathmere Capital Management, Schedule 13G, Beneficial Ownership, Class A Securities, Investment Adviser, SEC Filing