Upstart Hldgs shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in Upstart Hldgs
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Quarterly reported holdings in Upstart Hldgs by Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $203 | 4 | 50.75 |
| 2025-03-31 | $1.2k | 25 | 46.04 |
| 2024-12-31 | $1.5k | 25 | 61.56 |