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Disclosery

Lindbrook Capital, LLC: UPST position timeline

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

Lindbrook Capital, LLC held 254 UPST shares at 2025-03-31 per its 13F-HR filed 2025-05-05.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 254 shares
    Change vs previous 13F -26 shares

    <0.01% of the 13F portfolio, value $11,692.

    13F-HR 0001767045-25-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 280 shares
    Change vs previous 13F +16 shares

    <0.01% of the 13F portfolio, value $17,240.

    13F-HR 0001767045-25-000001 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 264 shares
    Change vs previous 13F -55 shares

    <0.01% of the 13F portfolio, value $10,563.

    13F-HR 0001767045-24-000006 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 319 shares
    Change vs previous 13F +108 shares

    <0.01% of the 13F portfolio, value $7,525.

    13F-HR 0001767045-24-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 211 shares
    Change vs previous 13F -122 shares

    <0.01% of the 13F portfolio, value $5,674.

    13F-HR 0001767045-24-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 333 shares
    Change vs previous 13F +103 shares

    <0.01% of the 13F portfolio, value $13,606.

    13F-HR 0001767045-24-000001 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 230 shares
    Change vs previous 13F +44 shares

    <0.01% of the 13F portfolio, value $6,564.

    13F-HR 0001767045-23-000004 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 186 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,661.

    13F-HR 0001767045-23-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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