Upstart Hldgs shares owned by LPL Financial
Quarter-by-quarter ownership of Upstart Hldgs shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Upstart Hldgs
Tip: Access up to 7 years of quarterly data
All positions including Upstart Hldgs held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Upstart Hldgs by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $56k | 60k | 0.94 |
| 2025-06-30 | $57k | 60k | 0.95 |
| 2025-03-31 | $56k | 60k | 0.93 |
| 2024-06-30 | $12k | 15k | 0.79 |
| 2024-03-31 | $12k | 15k | 0.78 |
| 2023-09-30 | $9.9k | 15k | 0.66 |
| 2023-06-30 | $10k | 15k | 0.68 |
| 2023-03-31 | $8.6k | 15k | 0.57 |
| 2022-12-31 | $8.0k | 15k | 0.53 |