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Disclosery

Halter Ferguson Financial Inc.: UPST position timeline

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

Halter Ferguson Financial Inc. held 1,748,119 UPST shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,748,119 shares
    Change vs previous 13F +280,759 shares

    10.08% of the 13F portfolio, value $61,935,857.

    13F-HR 0001842665-26-000005 filed by Halter Ferguson Financial 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 1,467,360 shares
    Change vs previous 13F +1,052,039 shares

    8.32% of the 13F portfolio, value $37,637,784.

    13F-HR 0001842665-26-000002 filed by Halter Ferguson Financial 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/A 415,321 shares
    Change vs previous 13F +209,915 shares

    4% of the 13F portfolio, value $18,161,988.

    13F-HR/A 0001842665-26-000003 filed by Halter Ferguson Financial 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 205,406 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $10,434,625.

    13F-HR 0001085146-25-005868 filed by Halter Ferguson Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

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