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Upstart Hldgs shares owned by Dogwood Wealth Management

Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Dogwood Wealth Management from 13F filings

Historical chart of Dogwood Wealth Management investment in Upstart Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Upstart Hldgs held by Dogwood Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Upstart Hldgs by Dogwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.4k 165 50.80
2025-06-30 $13k 165 76.07
2025-03-31 $7.6k 165 46.03
2024-12-31 $10k 165 61.57

More positions owned by Dogwood Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
American Centy Etf Tr Avantis Us Larg (AVLC)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr National Mun Etf (MUB)
Proshares Tr S&p Mdcp 400 Div (REGL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Core Fi (AVIG)

View all positions for Dogwood Wealth Management

Top funds holding Upstart Hldgs

Susquehanna International
Vanguard Group
Citadel Advisors
BlackRock
Jericho Capital Asset Management
Jane Street
Slate Path Capital
Squarepoint Ops
State Street Corporation
Geode Capital Management
Toroso Investments
D. E. Shaw & Co
Goldman Sachs Group
Wells Fargo & Company
Wolverine Trading

View all funds holding Upstart Hldgs