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Disclosery

Allworth Financial LP: UPST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on UPST, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 2,096 UPST 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 2,096 shares
    Change vs previous 13F +275 shares

    <0.01% of the 13F portfolio, value $74,265.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 1,821 shares
    Change vs previous 13F +215 shares

    <0.01% of the 13F portfolio, value $46,712.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 1,606 shares
    Change vs previous 13F -26 shares

    <0.01% of the 13F portfolio, value $70,237.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 1,632 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $82,913.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 1,625 shares
    Change vs previous 13F +1,452 shares

    <0.01% of the 13F portfolio, value $105,115.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 173 shares
    Change vs previous 13F -26 shares

    <0.01% of the 13F portfolio, value $8,088.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 199 shares
    Change vs previous 13F +25 shares

    <0.01% of the 13F portfolio, value $13,054.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 174 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,963.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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