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Disclosery

Liontrust Investment Partners LLP: UPST position timeline

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

Liontrust Investment Partners LLP held 0 UPST shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -52,013 shares

    13F-HR 0001544204-26-000008 filed by Liontrust Investment Partners LLP
    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 ended2026-03-31
    13F/A 52,013 shares
    Change vs previous 13F -19,511 shares

    0.02% of the 13F portfolio, value $1,334,133.

    13F-HR/A 0001544204-26-000005 filed by Liontrust Investment Partners LLP
    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 71,524 shares
    Change vs previous 13F -91,156 shares

    0.05% of the 13F portfolio, value $3,127,745.

    13F-HR 0001544204-26-000001 filed by Liontrust Investment Partners LLP
    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 162,680 shares
    Change vs previous 13F +71,068 shares

    0.12% of the 13F portfolio, value $8,264,144.

    13F-HR/A 0001544204-25-000011 filed by Liontrust Investment Partners LLP
    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 91,612 shares
    Change vs previous 13F -69,790 shares

    0.08% of the 13F portfolio, value $5,925,464.

    13F-HR 0001544204-25-000003 filed by Liontrust Investment Partners LLP
    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 161,402 shares
    Change vs previous 13F +97,836 shares

    0.12% of the 13F portfolio, value $7,429,334.

    13F-HR 0001544204-25-000002 filed by Liontrust Investment Partners LLP
    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 63,566 shares
    Change vs previous 13F -226,434 shares

    0.06% of the 13F portfolio, value $3,913,759.

    13F-HR 0001544204-25-000001 filed by Liontrust Investment Partners LLP
    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 290,000 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $6,841,100.

    13F-HR 0001544204-24-000006 filed by Liontrust Investment Partners LLP
    Filed (acceptance time not in the bulk data set), ingested

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