Upstart Hldgs shares owned by Keeler & Nadler Financial Planning & Wealth Management
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Keeler & Nadler Financial Planning & Wealth Management
from 13F filings
Historical chart of Keeler & Nadler Financial Planning & Wealth Management investment in Upstart Hldgs
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Quarterly reported holdings in Upstart Hldgs by Keeler & Nadler Financial Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $263k | 6.0k | 43.73 |
| 2025-09-30 | $305k | 6.0k | 50.80 |
| 2025-06-30 | $389k | 6.0k | 64.68 |
| 2025-03-31 | $284k | 6.0k | 47.29 |
| 2024-12-31 | $370k | 6.0k | 61.57 |
| 2024-09-30 | $280k | 7.0k | 40.01 |
| 2023-12-31 | $292k | 7.1k | 40.86 |
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