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Disclosery

BAILARD, INC.: UPST position timeline

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

BAILARD, INC. held 23,910 UPST shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,910 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $847,131.

    13F-HR 0001172661-26-002958 filed by BAILARD, INC.
    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 23,910 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $613,292.

    13F-HR 0001172661-26-001642 filed by BAILARD, INC.
    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 23,910 shares
    Change vs previous 13F -14,500 shares

    0.02% of the 13F portfolio, value $1,045,584.

    13F-HR 0001172661-26-000466 filed by BAILARD, INC.
    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 38,410 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,951,228.

    13F-HR 0001172661-25-004491 filed by BAILARD, INC.
    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 38,410 shares
    Change vs previous 13F -349 shares

    0.06% of the 13F portfolio, value $2,484,359.

    13F-HR 0001172661-25-002963 filed by BAILARD, INC.
    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 38,759 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,784,077.

    13F-HR 0001172661-25-001565 filed by BAILARD, INC.
    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 38,759 shares
    Change vs previous 13F +212 shares

    0.06% of the 13F portfolio, value $2,386,392.

    13F-HR 0001172661-25-000513 filed by BAILARD, INC.
    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 38,547 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,542,265.

    13F-HR 0001172661-24-004423 filed by BAILARD, INC.
    Filed (acceptance time not in the bulk data set), ingested

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