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Disclosery

Jefferies Financial Group Inc.: UPST position timeline

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

Jefferies Financial Group Inc. held 73,206 UPST shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,206 shares
    Change vs previous 13F +37,063 shares

    0.02% of the 13F portfolio, value $2,593,689.

    13F-HR 0001085146-26-000619 filed by Jefferies Financial Group 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 36,143 shares
    Change vs previous 13F +19,612 shares

    0.01% of the 13F portfolio, value $927,068.

    13F-HR 0000096223-26-000018 filed by Jefferies Financial Group 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 16,531 shares
    Change vs previous 13F +9,531 shares

    0.01% of the 13F portfolio, value $722,900.

    13F-HR 0000096223-26-000010 filed by Jefferies Financial Group 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 7,000 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $355,600.

    13F-HR 0000096223-25-000015 filed by Jefferies Financial Group 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 7,000 shares
    Change vs previous 13F -35,415 shares

    0.01% of the 13F portfolio, value $452,760.

    13F-HR 0001085146-25-004924 filed by Jefferies Financial Group 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 42,415 shares
    Change vs previous 13F +12,242 shares

    0.03% of the 13F portfolio, value $1,952,362.

    13F-HR 0001085146-25-002834 filed by Jefferies Financial Group 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/A 30,173 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,857,752.

    13F-HR/A 0001085146-25-001774 filed by Jefferies Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

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