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Tyler-Stone Wealth Management: UPST position timeline

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

Tyler-Stone Wealth Management held 39,634 UPST shares at 2025-06-30 per its 13F-HR filed 2025-08-18.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 39,634 shares
    Change vs previous 13F -15,200 shares

    0.41% of the 13F portfolio, value $2,563,526.

    13F-HR 0001214659-25-012410 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 54,834 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $2,524,018.

    13F-HR 0001214659-25-007504 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 54,834 shares
    Change vs previous 13F -700 shares

    0.6% of the 13F portfolio, value $3,376,136.

    13F-HR 0001214659-25-002430 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 55,534 shares
    Change vs previous 13F +26,917 shares

    0.42% of the 13F portfolio, value $2,221,922.

    13F-HR 0001214659-24-018281 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 28,617 shares
    Change vs previous 13F +950 shares

    0.28% of the 13F portfolio, value $675,082.

    13F-HR 0001912584-24-000003 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 27,667 shares
    Change vs previous 13F -260 shares

    0.33% of the 13F portfolio, value $743,971.

    13F-HR 0001912584-24-000002 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 27,927 shares
    Change vs previous 13F -800 shares

    0.57% of the 13F portfolio, value $1,141,097.

    13F-HR 0001912584-24-000001 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 28,727 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $820,000.

    13F-HR 0001912584-23-000005 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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