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IFP Advisors, Inc: UPST position timeline

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

IFP Advisors, Inc held 558 UPST shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 558 shares
    Change vs previous 13F +152 shares

    <0.01% of the 13F portfolio, value $19,770.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, 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 406 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $10,414.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, 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 391 shares
    Change vs previous 13F -199 shares

    <0.01% of the 13F portfolio, value $17,098.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, 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/A 590 shares
    Change vs previous 13F +208 shares

    <0.01% of the 13F portfolio, value $29,972.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    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 382 shares
    Change vs previous 13F -30 shares

    <0.01% of the 13F portfolio, value $28,976.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    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 412 shares
    Change vs previous 13F -15 shares

    <0.01% of the 13F portfolio, value $18,964.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 427 shares
    Change vs previous 13F -63 shares

    <0.01% of the 13F portfolio, value $26,291.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    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 490 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $19,605.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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