Position in UPST
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$992
New position
Shares Held
28
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#324
of 364 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Credit Services
Financial Services · as of Jun 30, 2026West Financial Advisors, LLC holds $52,395 across 4 Credit Services names. UPST ranks #2 (1.9% of the industry book) .
All Filings in UPST
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $992 | 28 | Shares | Sole | 2026-07-08 | |
| No filing history on record for this holder in this stock. | ||||||