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Disclosery

Pathstone Holdings, LLC: UPST position timeline

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

Pathstone Holdings, LLC held 335,278 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 335,278 shares
    Change vs previous 13F -2,009 shares

    0.03% of the 13F portfolio, value $11,878,899.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, 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 337,287 shares
    Change vs previous 13F +1,101 shares

    0.03% of the 13F portfolio, value $8,651,412.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, 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 336,186 shares
    Change vs previous 13F -2,147 shares

    0.06% of the 13F portfolio, value $14,701,413.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, 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 338,333 shares
    Change vs previous 13F -46,350 shares

    0.07% of the 13F portfolio, value $17,187,316.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, 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 384,683 shares
    Change vs previous 13F -2,685 shares

    0.1% of the 13F portfolio, value $24,881,297.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, 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 387,368 shares
    Change vs previous 13F -8,728 shares

    0.08% of the 13F portfolio, value $17,830,548.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, 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 396,096 shares
    Change vs previous 13F -312 shares

    0.11% of the 13F portfolio, value $24,932,046.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, 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 396,408 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $15,860,284.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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