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Private Advisor Group, LLC: UPST position timeline

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

Private Advisor Group, LLC held 77,236 UPST shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,236 shares
    Change vs previous 13F +9,182 shares

    0.01% of the 13F portfolio, value $2,736,488.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, 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 68,054 shares
    Change vs previous 13F -3,269 shares

    0.01% of the 13F portfolio, value $1,745,604.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, 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 71,323 shares
    Change vs previous 13F +55,591 shares

    0.01% of the 13F portfolio, value $3,118,947.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, 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 15,732 shares
    Change vs previous 13F +1,344 shares

    <0.01% of the 13F portfolio, value $799,188.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, 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 14,388 shares
    Change vs previous 13F +70 shares

    0.01% of the 13F portfolio, value $930,617.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, 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 14,318 shares
    Change vs previous 13F +2,986 shares

    <0.01% of the 13F portfolio, value $659,056.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, 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 11,332 shares
    Change vs previous 13F -4,416 shares

    <0.01% of the 13F portfolio, value $697,713.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, 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 15,748 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $630,079.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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