Form
SCHEDULE 13G
Passive or exempt beneficial ownership filing.
Kathmere Capital Management, LLC - 30 Jun 2025 SCHEDULE 13G Report for UPEXI, INC. Class A (UPXI)
- Filing manager
- Kathmere Capital Management, LLC
- Reporting owner
- Kathmere Capital Management, LLC
- Security
- UPEXI, INC. Class A
- Beneficially owned shares
- 2,192,983 shares
- Class ownership
- 0%
- Large-stake signal
-
Ownership
0%Beneficial ownership of this reported class.
Shares
2,192,983 sharesShares beneficially owned as disclosed.
Event date
30 Jun 2025Date tied to the ownership event or amendment.
Accepted by SEC
30 Jul 2025EDGAR acceptance date.
How to read this large-stake filing
- Schedule 13D/G filings focus on beneficial ownership stakes, not a full portfolio.
- Compare this filing with the holder history and issuer page before treating the percentage as a current position.
- Use amendments to understand whether the disclosed stake increased, decreased, or changed reporting status.
- Symbol
- UPXI
- Form type
- SCHEDULE 13G
- Accepted by SEC
- 30 Jul 2025, 13:14:49 UTC
- Event date
- 30 Jun 2025
- Next filing
- 11 Feb 2026
- SEC filing
- View on sec.gov
Ownership signal
2 signals
Subject security
1 source field
Source evidence
5 source fields
Key filing fact
Kathmere Capital Management, LLC disclosed 0% ownership in UPEXI, INC. Class A (UPXI) on 30 Jun 2025.
Key facts
- Kathmere Capital Management, LLC filed SCHEDULE 13G for UPEXI, INC. Class A (UPXI).
- Disclosed ownership: 0%.
- Date of event: 30 Jun 2025.
Change
- No earlier schedule filing is available for direct comparison.
- Current filing was accepted on 30 Jul 2025, 13:14.
Research use
- This page turns one Schedule 13D/G filing into a quick large-stake read before the raw reporting-person rows.
- Use the linked SEC filing as the source of truth for ownership percentages, shares, and reporting-party details.
Evidence
Backed by Schedule 13D/13G
See Original Filing
Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.
Reporting persons
Disclosed reporting parties (1)
Names, ownership percentages, voting power, signatures, titles, and CIKs as disclosed in this Schedule 13D/G filing.
| Name | Ownership | Shares owned | Sole voting power | Shared voting power | Signature | Title | CIK |
|---|---|---|---|---|---|---|---|
| Kathmere Capital Management, LLC | 0% | 2,192,983 | 0 | 0 | Amy King | COO/CCO |
CIK / CUSIP context first