Upstart Hldgs shares owned by Strategic Family Wealth Counselors
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Strategic Family Wealth Counselors
from 13F filings
Historical chart of Strategic Family Wealth Counselors investment in Upstart Hldgs
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Quarterly reported holdings in Upstart Hldgs by Strategic Family Wealth Counselors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $406k | 8.0k | 50.80 |
| 2025-06-30 | $517k | 8.0k | 64.68 |
| 2025-03-31 | $368k | 8.0k | 46.03 |
| 2024-12-31 | $492k | 8.0k | 61.57 |
| 2024-09-30 | $320k | 8.0k | 40.01 |
| 2024-03-31 | $215k | 8.0k | 26.89 |
| 2023-12-31 | $327k | 8.0k | 40.86 |
| 2023-09-30 | $228k | 8.0k | 28.54 |
| 2023-06-30 | $286k | 8.0k | 35.81 |
| 2022-06-30 | $253k | 8.0k | 31.66 |
| 2022-03-31 | $872k | 8.0k | 109.11 |
| 2021-12-31 | $1.2M | 8.0k | 151.28 |
| 2021-09-30 | $2.5M | 8.0k | 316.44 |
| 2021-06-30 | $998k | 8.0k | 124.87 |
More positions owned by Strategic Family Wealth Counselors
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