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AMI ASSET MANAGEMENT CORP: UPST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AMI ASSET MANAGEMENT CORP on UPST, newest first. How the timeline and the estimate are built.

AMI ASSET MANAGEMENT CORP held 8,330 UPST shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,330 shares
    Change vs previous 13F -457 shares

    0.02% of the 13F portfolio, value $295,132.

    13F-HR 0001369702-26-000010 filed by AMI ASSET MANAGEMENT CORP
    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 8,787 shares
    Change vs previous 13F -210 shares

    0.01% of the 13F portfolio, value $225,387.

    13F-HR 0001369702-26-000008 filed by AMI ASSET MANAGEMENT CORP
    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 8,997 shares
    Change vs previous 13F -99 shares

    0.02% of the 13F portfolio, value $393,439.

    13F-HR 0001369702-26-000003 filed by AMI ASSET MANAGEMENT CORP
    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 9,096 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $462,077.

    13F-HR 0001369702-25-000012 filed by AMI ASSET MANAGEMENT CORP
    Filed (acceptance time not in the bulk data set), ingested

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