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TCI Wealth Advisors, Inc.: UPST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TCI Wealth Advisors, Inc. on UPST, newest first. How the timeline and the estimate are built.

TCI Wealth Advisors, Inc. held 52,706 UPST shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,706 shares
    Change vs previous 13F +4,317 shares

    0.08% of the 13F portfolio, value $1,867,374.

    13F-HR 0002085853-26-000896 filed by TCI Wealth Advisors, Inc.
    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 48,389 shares
    Change vs previous 13F +4,000 shares

    0.07% of the 13F portfolio, value $1,241,178.

    13F-HR 0002085853-26-000512 filed by TCI Wealth Advisors, Inc.
    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 44,389 shares
    Change vs previous 13F +11,064 shares

    0.11% of the 13F portfolio, value $1,941,131.

    13F-HR 0002085853-26-000168 filed by TCI Wealth Advisors, Inc.
    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 33,325 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,692,910.

    13F-HR 0002085853-25-000069 filed by TCI Wealth Advisors, Inc.
    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 33,325 shares
    Change vs previous 13F -4,265 shares

    0.15% of the 13F portfolio, value $2,155,461.

    13F-HR 0001667731-25-000838 filed by TCI Wealth Advisors, Inc.
    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 37,590 shares
    Change vs previous 13F +6,395 shares

    0.14% of the 13F portfolio, value $1,730,268.

    13F-HR 0001667731-25-000462 filed by TCI Wealth Advisors, Inc.
    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 31,195 shares
    Change vs previous 13F -13,561 shares

    0.16% of the 13F portfolio, value $1,920,677.

    13F-HR 0001667731-25-000112 filed by TCI Wealth Advisors, Inc.
    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 44,756 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,790,688.

    13F-HR 0001583751-24-000006 filed by TCI Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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