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Bank Julius Baer & Co. Ltd, Zurich: UPST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bank Julius Baer & Co. Ltd, Zurich on UPST, newest first. How the timeline and the estimate are built.

Bank Julius Baer & Co. Ltd, Zurich held 85,480 UPST shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,480 shares
    Change vs previous 13F +1,539 shares

    0.01% of the 13F portfolio, value $3,028,531.

    13F-HR 0001544599-26-000006 filed by Bank Julius Baer & Co. Ltd, Zurich
    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 83,941 shares
    Change vs previous 13F +2,354 shares

    0.01% of the 13F portfolio, value $2,153,091.

    13F-HR 0001544599-26-000005 filed by Bank Julius Baer & Co. Ltd, Zurich
    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 81,587 shares
    Change vs previous 13F -7,012 shares

    0.01% of the 13F portfolio, value $3,567,818.

    13F-HR 0001544599-26-000002 filed by Bank Julius Baer & Co. Ltd, Zurich
    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 88,599 shares
    Change vs previous 13F +85,328 shares

    0.01% of the 13F portfolio, value $4,500,850.

    13F-HR 0001544599-25-000009 filed by Bank Julius Baer & Co. Ltd, Zurich
    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/A 3,271 shares
    Change vs previous 13F +1,500 shares

    <0.01% of the 13F portfolio, value $211,567.

    13F-HR/A 0001544599-25-000006 filed by Bank Julius Baer & Co. Ltd, Zurich
    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/A 1,771 shares
    Change vs previous 13F +166 shares

    <0.01% of the 13F portfolio, value $81,519.

    13F-HR/A 0001544599-25-000008 filed by Bank Julius Baer & Co. Ltd, Zurich
    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 1,605 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $109,040.

    13F-HR 0001544599-25-000001 filed by Bank Julius Baer & Co. Ltd, Zurich
    Filed (acceptance time not in the bulk data set), ingested

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