Upstart Hldgs shares owned by Tyler-Stone Wealth Management
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Tyler-Stone Wealth Management
from 13F filings
Historical chart of Tyler-Stone Wealth Management investment in Upstart Hldgs
Tip: Access up to 7 years of quarterly data
All positions including Upstart Hldgs held by Tyler-Stone 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 Tyler-Stone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.6M | 40k | 64.68 |
| 2025-03-31 | $2.5M | 55k | 46.03 |
| 2024-12-31 | $3.4M | 55k | 61.57 |
| 2024-09-30 | $2.2M | 56k | 40.01 |
| 2024-06-30 | $675k | 29k | 23.59 |
| 2024-03-31 | $744k | 28k | 26.89 |
| 2023-12-31 | $1.1M | 28k | 40.86 |
| 2023-09-30 | $820k | 29k | 28.54 |
| 2023-06-30 | $979k | 27k | 35.81 |
| 2022-12-31 | $320k | 24k | 13.20 |
| 2022-09-30 | $504k | 24k | 20.79 |
| 2022-06-30 | $190k | 6.0k | 31.63 |
| 2022-03-31 | $321k | 2.9k | 108.92 |
| 2021-12-31 | $26k | 173 | 150.29 |
More positions owned by Tyler-Stone Wealth Management
View all positions for Tyler-Stone Wealth Management