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Intellectus Partners, LLC: UPST position timeline

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

Intellectus Partners, LLC held 27,250 UPST shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,250 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $965,468.

    13F-HR 0001951757-26-001234 filed by Intellectus Partners, 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 27,250 shares
    Change vs previous 13F +550 shares

    0.14% of the 13F portfolio, value $698,962.

    13F-HR 0001951757-26-000573 filed by Intellectus Partners, 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 26,700 shares
    Change vs previous 13F +1,250 shares

    0.23% of the 13F portfolio, value $1,167,591.

    13F-HR 0001951757-26-000410 filed by Intellectus Partners, 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 25,450 shares
    Change vs previous 13F +17,988 shares

    0.25% of the 13F portfolio, value $1,292,860.

    13F-HR 0001951757-25-001400 filed by Intellectus Partners, 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 7,462 shares
    Change vs previous 13F +612 shares

    0.1% of the 13F portfolio, value $482,642.

    13F-HR 0001951757-25-001030 filed by Intellectus Partners, 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 6,850 shares
    Change vs previous 13F -200 shares

    0.08% of the 13F portfolio, value $315,306.

    13F-HR 0001951757-25-000311 filed by Intellectus Partners, 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 7,050 shares
    Change vs previous 13F -650 shares

    0.1% of the 13F portfolio, value $434,068.

    13F-HR 0001951757-25-000199 filed by Intellectus Partners, 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 7,700 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $308,077.

    13F-HR 0001951757-24-001173 filed by Intellectus Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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