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Kestra Advisory Services, LLC: UPST position timeline

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

Kestra Advisory Services, LLC held 36,838 UPST shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,838 shares
    Change vs previous 13F +18,075 shares

    <0.01% of the 13F portfolio, value $1,305,170.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    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 18,763 shares
    Change vs previous 13F -9,042 shares

    <0.01% of the 13F portfolio, value $481,271.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    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 27,805 shares
    Change vs previous 13F +12,462 shares

    0.01% of the 13F portfolio, value $1,215,913.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    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 15,343 shares
    Change vs previous 13F -5,605 shares

    <0.01% of the 13F portfolio, value $779,424.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    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 20,948 shares
    Change vs previous 13F +12,714 shares

    0.01% of the 13F portfolio, value $1,354,917.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    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 8,234 shares
    Change vs previous 13F -953 shares

    <0.01% of the 13F portfolio, value $379,011.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    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 9,187 shares
    Change vs previous 13F +1,924 shares

    <0.01% of the 13F portfolio, value $565,644.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    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 7,263 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $290,593.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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