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Disclosery

LPL Financial LLC: UPST position timeline

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

LPL Financial LLC held 141,638 UPST shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 141,638 shares
    Change vs previous 13F +40,767 shares

    <0.01% of the 13F portfolio, value $5,018,249.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 100,871 shares
    Change vs previous 13F -5,810 shares

    <0.01% of the 13F portfolio, value $2,587,352.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 106,681 shares
    Change vs previous 13F -4,875 shares

    <0.01% of the 13F portfolio, value $4,665,156.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 111,556 shares
    Change vs previous 13F +36,579 shares

    <0.01% of the 13F portfolio, value $5,667,041.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 74,977 shares
    Change vs previous 13F -18,653 shares

    <0.01% of the 13F portfolio, value $4,849,539.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 93,630 shares
    Change vs previous 13F +9,911 shares

    <0.01% of the 13F portfolio, value $4,309,784.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 83,719 shares
    Change vs previous 13F +23,324 shares

    <0.01% of the 13F portfolio, value $5,154,548.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 60,395 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,416,384.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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