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Disclosery

Royal Fund Management, LLC: UPST position timeline

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

Royal Fund Management, LLC held 14,540 UPST shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,540 shares
    Change vs previous 13F -1,300 shares

    0.04% of the 13F portfolio, value $515,152.

    13F-HR 0001172661-26-002681 filed by Royal Fund Management, 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 15,840 shares
    Change vs previous 13F -900 shares

    0.04% of the 13F portfolio, value $406,296.

    13F-HR 0001172661-26-002431 filed by Royal Fund 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 ended2025-12-31
    13F 16,740 shares
    Change vs previous 13F -8,843 shares

    0.07% of the 13F portfolio, value $732,040.

    13F-HR 0001172661-26-000197 filed by Royal Fund 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 ended2025-09-30
    13F 25,583 shares
    Change vs previous 13F -39,343 shares

    0.16% of the 13F portfolio, value $1,299,616.

    13F-HR 0001172661-25-004479 filed by Royal Fund Management, 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 64,926 shares
    Change vs previous 13F -414 shares

    0.45% of the 13F portfolio, value $4,199,413.

    13F-HR 0001172661-25-003168 filed by Royal Fund Management, 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 65,340 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,007,600.

    13F-HR 0001172661-25-001875 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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