Upstart Hldgs shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Upstart Hldgs
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Quarterly reported holdings in Upstart Hldgs by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $995k | 25k | 40.01 |
| 2024-03-31 | $509k | 19k | 26.89 |
| 2023-12-31 | $1.1M | 28k | 40.86 |
| 2023-09-30 | $964k | 34k | 28.54 |
| 2023-06-30 | $1.1M | 32k | 35.81 |
| 2023-03-31 | $406k | 26k | 15.89 |
| 2022-12-31 | $669k | 50k | 13.29 |
| 2022-09-30 | $703k | 33k | 21.02 |
| 2022-06-30 | $1.0M | 32k | 31.72 |
| 2022-03-31 | $4.7M | 43k | 108.97 |
| 2021-12-31 | $3.4M | 23k | 151.29 |
| 2021-09-30 | $8.9M | 28k | 316.21 |
| 2021-06-30 | $2.0M | 16k | 124.41 |
| 2021-03-31 | $935k | 7.0k | 133.33 |
| 2020-12-31 | $123k | 3.0k | 41.03 |