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Gemmer Asset Management LLC: UPST position timeline

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

Gemmer Asset Management LLC held 29,707 UPST shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,707 shares
    Change vs previous 13F +4,314 shares

    0.07% of the 13F portfolio, value $1,052,519.

    13F-HR 0001420506-26-001235 filed by Gemmer Asset Management LLC
    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 25,393 shares
    Change vs previous 13F +1,375 shares

    0.05% of the 13F portfolio, value $651,330.

    13F-HR 0001420506-26-000710 filed by Gemmer Asset Management LLC
    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 24,018 shares
    Change vs previous 13F -1,495 shares

    0.08% of the 13F portfolio, value $1,050,307.

    13F-HR 0001420506-26-000092 filed by Gemmer Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 25,513 shares
    Change vs previous 13F -500 shares

    0.1% of the 13F portfolio, value $1,296,060.

    13F-HR 0001420506-25-002854 filed by Gemmer Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 26,013 shares
    Change vs previous 13F +7,857 shares

    0.15% of the 13F portfolio, value $1,682,521.

    13F-HR 0001420506-25-001564 filed by Gemmer Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 18,156 shares
    Change vs previous 13F +141 shares

    0.08% of the 13F portfolio, value $835,721.

    13F-HR 0001420506-25-000759 filed by Gemmer Asset Management LLC
    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 18,015 shares
    Change vs previous 13F -446 shares

    0.11% of the 13F portfolio, value $1,109,183.

    13F-HR 0001420506-25-000032 filed by Gemmer Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 18,461 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $738,625.

    13F-HR 0001420506-24-002178 filed by Gemmer Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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