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Disclosery

Left Brain Wealth Management, LLC: UPST position timeline

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

Left Brain Wealth Management, LLC held 0 UPST shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -6,600 shares

    13F-HR 0001104659-25-110452 filed by Left Brain Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 6,600 shares
    Change vs previous 13F -1,570 shares

    0.15% of the 13F portfolio, value $426,888.

    13F-HR 0001104659-25-076758 filed by Left Brain Wealth 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 ended2025-03-31
    13F 8,170 shares
    Change vs previous 13F -3,500 shares

    0.16% of the 13F portfolio, value $376,065.

    13F-HR 0001104659-25-043527 filed by Left Brain Wealth 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 ended2024-12-31
    13F 11,670 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $718,522.

    13F-HR 0001104659-25-010805 filed by Left Brain Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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