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Disclosery

Advisory Services Network, LLC: UPST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Services Network, LLC on UPST, newest first. How the timeline and the estimate are built.

Advisory Services Network, LLC held 4,775 UPST shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,775 shares
    Change vs previous 13F +121 shares

    <0.01% of the 13F portfolio, value $169,191.

    13F-HR 0001573876-26-000005 filed by Advisory Services Network, 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 4,654 shares
    Change vs previous 13F -553 shares

    <0.01% of the 13F portfolio, value $119,384.

    13F-HR 0001573876-26-000004 filed by Advisory Services Network, 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 5,207 shares
    Change vs previous 13F -268 shares

    <0.01% of the 13F portfolio, value $227,698.

    13F-HR 0001573876-26-000002 filed by Advisory Services Network, 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 5,475 shares
    Change vs previous 13F +76 shares

    <0.01% of the 13F portfolio, value $278,134.

    13F-HR 0001573876-25-000020 filed by Advisory Services Network, 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 5,399 shares
    Change vs previous 13F +272 shares

    0.01% of the 13F portfolio, value $441,323.

    13F-HR 0001573876-25-000016 filed by Advisory Services Network, 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 5,127 shares
    Change vs previous 13F +573 shares

    <0.01% of the 13F portfolio, value $236,009.

    13F-HR 0001573876-25-000014 filed by Advisory Services Network, 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 4,554 shares
    Change vs previous 13F -7,858 shares

    0.01% of the 13F portfolio, value $280,363.

    13F-HR 0001573876-25-000005 filed by Advisory Services Network, LLC
    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 12,412 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $292,788.

    13F-HR 0001573876-24-000011 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

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