Upstart Hldgs shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Upstart Hldgs shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Upstart Hldgs
Tip: Access up to 7 years of quarterly data
All positions including Upstart Hldgs held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Upstart Hldgs by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20k | 4 | 5001.25 |
| 2025-06-30 | $13k | 3 | 4305.00 |
| 2025-03-31 | $8.4k | 3 | 2810.00 |
| 2024-12-31 | $7.4k | 23 | 321.22 |
| 2024-09-30 | $7.4k | 23 | 321.22 |
| 2024-03-31 | $3.8k | 23 | 166.52 |
| 2023-12-31 | $23 | 23 | 1.00 |
| 2023-09-30 | $4.5k | 4 | 1136.50 |
| 2023-06-30 | $6.2k | 4 | 1552.25 |
| 2023-03-31 | $5 | 1 | 5.00 |
| 2022-12-31 | $0 | 2 | 0.00 |
| 2022-09-30 | $0 | 2 | 0.00 |
| 2022-06-30 | $0 | 2 | 0.00 |
| 2022-03-31 | $6.0k | 2 | 3000.00 |
| 2021-12-31 | $11k | 2 | 5500.00 |