Upstart Hldgs shares owned by IFG Advisory
Quarter-by-quarter ownership of Upstart Hldgs shares owned by IFG Advisory
from 13F filings
Historical chart of IFG Advisory investment in Upstart Hldgs
Tip: Access up to 7 years of quarterly data
All positions including Upstart Hldgs held by IFG Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Upstart Hldgs by IFG Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $19k | 20k | 0.95 |
| 2025-09-30 | $19k | 20k | 0.94 |
| 2025-06-30 | $19k | 20k | 0.95 |
| 2025-03-31 | $19k | 20k | 0.93 |
| 2024-12-31 | $18k | 20k | 0.90 |
| 2024-09-30 | $18k | 20k | 0.88 |
| 2024-06-30 | $16k | 20k | 0.79 |