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Farther Finance Advisors, LLC: UPST position timeline

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

Farther Finance Advisors, LLC held 4,307 UPST shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,307 shares
    Change vs previous 13F +881 shares

    <0.01% of the 13F portfolio, value $99,018.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,426 shares
    Change vs previous 13F -147 shares

    <0.01% of the 13F portfolio, value $121,382.

    13F-HR 0001992825-26-000004 filed by Farther Finance 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 ended2026-03-31
    13F 3,573 shares
    Change vs previous 13F +1,846 shares

    <0.01% of the 13F portfolio, value $90,611.

    13F-HR 0001992825-26-000003 filed by Farther Finance 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 ended2025-12-31
    13F 1,727 shares
    Change vs previous 13F -317 shares

    <0.01% of the 13F portfolio, value $75,526.

    13F-HR 0001992825-26-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,044 shares
    Change vs previous 13F +1,290 shares

    <0.01% of the 13F portfolio, value $103,840.

    13F-HR 0001992825-25-000010 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 754 shares
    Change vs previous 13F -89 shares

    <0.01% of the 13F portfolio, value $48,775.

    13F-HR 0001992825-25-000006 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 843 shares
    Change vs previous 13F -39 shares

    <0.01% of the 13F portfolio, value $38,778.

    13F-HR 0001992825-25-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 882 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $54,305.

    13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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