Upstart Hldgs shares owned by LLBH Private Wealth Management
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by LLBH Private Wealth Management
from 13F filings
Historical chart of LLBH Private Wealth Management investment in Upstart Hldgs
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Quarterly reported holdings in Upstart Hldgs by LLBH Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 39k | 50.80 |
| 2025-06-30 | $2.5M | 39k | 64.68 |
| 2025-03-31 | $1.7M | 36k | 46.03 |
| 2024-12-31 | $2.2M | 36k | 61.57 |
| 2024-09-30 | $1.4M | 36k | 40.01 |
| 2024-06-30 | $842k | 36k | 23.59 |
| 2024-03-31 | $960k | 36k | 26.89 |
| 2023-12-31 | $1.5M | 36k | 40.86 |
| 2023-09-30 | $1.0M | 36k | 28.54 |
| 2023-06-30 | $567k | 36k | 15.89 |
| 2023-03-31 | $567k | 36k | 15.89 |
| 2022-12-31 | $472k | 36k | 13.22 |
| 2022-09-30 | $742k | 36k | 20.79 |
| 2022-06-30 | $1.1M | 36k | 31.61 |
| 2022-03-31 | $3.9M | 36k | 109.08 |
| 2021-12-31 | $5.4M | 36k | 151.29 |
| 2021-09-30 | $3.2M | 10k | 316.40 |
More positions owned by LLBH Private Wealth Management
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