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Disclosery

FIRST TRUST ADVISORS LP: UPST position timeline

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

FIRST TRUST ADVISORS LP held 379,056 UPST shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 379,056 shares
    Change vs previous 13F +5,601 shares

    0.01% of the 13F portfolio, value $13,429,954.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    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 373,455 shares
    Change vs previous 13F +54,908 shares

    0.01% of the 13F portfolio, value $9,579,120.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    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 318,547 shares
    Change vs previous 13F +81,416 shares

    0.01% of the 13F portfolio, value $13,930,060.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    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 237,131 shares
    Change vs previous 13F -7,278 shares

    0.01% of the 13F portfolio, value $12,046,254.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    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 244,409 shares
    Change vs previous 13F +103,248 shares

    0.01% of the 13F portfolio, value $15,808,374.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    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 141,161 shares
    Change vs previous 13F +7,879 shares

    0.01% of the 13F portfolio, value $6,497,640.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    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 133,282 shares
    Change vs previous 13F -67,821 shares

    0.01% of the 13F portfolio, value $8,206,172.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    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 201,103 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,046,131.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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