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
Tip: Access up to 7 years of quarterly data
All positions including Upstart Hldgs held by LLBH Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Upstart Hldgs by LLBH Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.5M | 36k | 40.86 |
| 2023-09-30 | $1.0M | 36k | 28.54 |
| 2023-06-30 | $1.3M | 36k | 35.81 |
| 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
View all positions for LLBH Private Wealth Management