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Disclosery

Creative Planning: UPST position timeline

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

Creative Planning held 88,554 UPST shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,554 shares
    Change vs previous 13F +34,640 shares

    <0.01% of the 13F portfolio, value $3,137,478.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    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 53,914 shares
    Change vs previous 13F +8,524 shares

    <0.01% of the 13F portfolio, value $1,382,901.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    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 45,390 shares
    Change vs previous 13F +17,435 shares

    <0.01% of the 13F portfolio, value $1,984,902.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    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 27,955 shares
    Change vs previous 13F +8,374 shares

    <0.01% of the 13F portfolio, value $1,420,128.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    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 19,581 shares
    Change vs previous 13F -11,667 shares

    <0.01% of the 13F portfolio, value $1,266,528.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    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 31,248 shares
    Change vs previous 13F +13,316 shares

    <0.01% of the 13F portfolio, value $1,438,338.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    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 17,932 shares
    Change vs previous 13F -5,206 shares

    <0.01% of the 13F portfolio, value $1,104,063.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    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 23,138 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $925,745.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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