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Disclosery

Bristlecone Advisors, LLC: UPST position timeline

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

Bristlecone Advisors, LLC held 0 UPST shares at 2025-06-30 per its 13F-HR filed 2025-08-04.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -14,520 shares

    13F-HR 0001398344-25-014361 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 14,520 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $668,356.

    13F-HR 0001398344-25-009163 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 14,520 shares
    Change vs previous 13F +8,066 shares

    0.07% of the 13F portfolio, value $893,997.

    13F-HR 0001398344-25-001325 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 6,454 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $258,225.

    13F-HR 0001398344-24-019318 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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