Upstart Hldgs shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Upstart Hldgs
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Quarterly reported holdings in Upstart Hldgs by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $695k | 30k | 23.59 |
| 2023-12-31 | $268k | 6.6k | 40.86 |
| 2023-06-30 | $259k | 7.2k | 35.81 |
| 2023-03-31 | $1.5M | 91k | 15.89 |
| 2022-03-31 | $1.5M | 13k | 109.11 |
| 2021-09-30 | $289k | 913 | 316.54 |
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