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
Tip: Access up to 7 years of quarterly data
All positions including Upstart Hldgs held by Independent Advisor Alliance consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Upstart Hldgs by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
More positions owned by Independent Advisor Alliance
Home Depot (HD)
View all positions for Independent Advisor Alliance