Skip to content
Disclosery

Kercheville Advisors, LLC: UPST position timeline

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

Kercheville Advisors, LLC held 15,000 UPST shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,000 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $531,450.

    13F-HR 0002085853-26-000915 filed by Kercheville Advisors, 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 15,000 shares
    Change vs previous 13F +10,000 shares

    0.12% of the 13F portfolio, value $384,750.

    13F-HR 0002085853-26-000413 filed by Kercheville 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 ended2025-12-31
    13F 5,000 shares
    Change vs previous 13F -10,000 shares

    0.06% of the 13F portfolio, value $231,400.

    13F-HR 0002085853-26-000140 filed by Kercheville 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 ended2025-09-30
    13F 15,000 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $762,000.

    13F-HR 0002085853-25-000135 filed by Kercheville 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 ended2025-06-30
    13F 15,000 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $970,200.

    13F-HR 0001667731-25-000922 filed by Kercheville 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 ended2025-03-31
    13F 15,000 shares
    Change vs previous 13F -50 shares

    0.28% of the 13F portfolio, value $690,450.

    13F-HR 0001667731-25-000453 filed by Kercheville 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 ended2024-12-31
    13F 15,050 shares
    Change vs previous 13F +5,000 shares

    0.36% of the 13F portfolio, value $926,629.

    13F-HR 0001667731-25-000133 filed by Kercheville 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 ended2024-09-30
    13F 10,050 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $402,101.

    13F-HR 0001890748-24-000004 filed by Kercheville Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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