Position in UPST
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$531,450
+$146,700 QoQ
Shares Held
15,000
0.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#162
of 364 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Kercheville Advisors, LLC holds $1,105,534 across 3 Credit Services names. UPST ranks #1 (48.1% of the industry book) .
All Filings in UPST
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $531,450 | 15,000 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $384,750 | 15,000 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $218,650 | 5,000 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $762,000 | 15,000 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $970,200 | 15,000 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $690,450 | 15,000 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $926,628 | 15,050 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $402,100 | 10,050 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $235,900 | 10,000 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $268,900 | 10,000 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $408,600 | 10,000 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $285,400 | 10,000 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $358,100 | 10,000 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $158,900 | 10,000 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $132,200 | 10,000 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $207,900 | 10,000 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $316,200 | 10,000 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,285,080 | 11,780 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $793,568 | 5,245 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $362,323 | 1,145 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||