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Disclosery

Symmetry Partners, LLC: UPST position timeline

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

Symmetry Partners, LLC held 6,793 UPST shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,793 shares
    Change vs previous 13F +6,793 shares

    0.01% of the 13F portfolio, value $240,676.

    13F-HR 0001697493-26-000005 filed by Symmetry Partners, 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 0 shares
    Change vs previous 13F -6,500 shares

    13F-HR 0001697493-26-000003 filed by Symmetry Partners, LLC
    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.

  3. period ended2025-12-31
    13F 6,500 shares
    Change vs previous 13F -19 shares

    0.02% of the 13F portfolio, value $284,245.

    13F-HR 0001697493-26-000001 filed by Symmetry Partners, 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 6,519 shares
    Change vs previous 13F +433 shares

    0.04% of the 13F portfolio, value $331,165.

    13F-HR 0001697493-25-000009 filed by Symmetry Partners, 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 6,086 shares
    Change vs previous 13F +409 shares

    0.05% of the 13F portfolio, value $393,642.

    13F-HR 0001697493-25-000007 filed by Symmetry Partners, 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 5,677 shares
    Change vs previous 13F +577 shares

    0.04% of the 13F portfolio, value $261,312.

    13F-HR 0001697493-25-000006 filed by Symmetry Partners, 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 5,100 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $314,007.

    13F-HR 0001697493-25-000002 filed by Symmetry Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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