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Disclosery

Invesco Ltd.: UPST position timeline

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

Invesco Ltd. held 114,816 UPST shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,816 shares
    Change vs previous 13F +7,526 shares

    <0.01% of the 13F portfolio, value $4,067,930.

    13F-HR 0000914208-26-000343 filed by Invesco Ltd.
    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/A 107,290 shares
    Change vs previous 13F +16,303 shares

    <0.01% of the 13F portfolio, value $2,751,989.

    13F-HR 0000914208-26-000193 filed by Invesco Ltd.
    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/A 90,987 shares
    Change vs previous 13F -513,905 shares

    <0.01% of the 13F portfolio, value $3,978,862.

    13F-HR 0000914208-26-000071 filed by Invesco Ltd.
    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 604,892 shares
    Change vs previous 13F -259,672 shares

    <0.01% of the 13F portfolio, value $30,728,514.

    13F-HR 0000914208-25-000430 filed by Invesco Ltd.
    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 864,564 shares
    Change vs previous 13F -405,788 shares

    0.01% of the 13F portfolio, value $55,920,001.

    13F-HR 0000914208-25-000341 filed by Invesco Ltd.
    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 1,270,352 shares
    Change vs previous 13F +560,668 shares

    0.01% of the 13F portfolio, value $58,474,303.

    13F-HR 0000914208-25-000230 filed by Invesco Ltd.
    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 709,684 shares
    Change vs previous 13F +637,706 shares

    0.01% of the 13F portfolio, value $43,695,243.

    13F-HR 0000914208-25-000103 filed by Invesco Ltd.
    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 71,978 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,879,839.

    13F-HR 0000914208-24-000547 filed by Invesco Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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