Upstart Hldgs shares owned by WMG Financial Advisors
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by WMG Financial Advisors
from 13F filings
Historical chart of WMG Financial Advisors investment in Upstart Hldgs
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Quarterly reported holdings in Upstart Hldgs by WMG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $806k | 16k | 50.80 |
| 2025-06-30 | $1.2M | 19k | 64.68 |
| 2025-03-31 | $882k | 19k | 46.03 |
| 2024-12-31 | $1.3M | 21k | 61.57 |
| 2024-09-30 | $1.8M | 44k | 40.01 |
| 2024-06-30 | $1.0M | 44k | 23.59 |
| 2024-03-31 | $1.3M | 49k | 26.89 |
| 2023-12-31 | $2.1M | 51k | 40.86 |
| 2023-09-30 | $1.6M | 55k | 28.54 |
| 2023-06-30 | $2.9M | 80k | 35.81 |
| 2023-03-31 | $1.3M | 82k | 15.91 |
| 2022-12-31 | $1.1M | 82k | 13.22 |
| 2022-09-30 | $1.6M | 79k | 20.79 |
| 2022-06-30 | $2.5M | 79k | 31.58 |
| 2022-03-31 | $4.4M | 40k | 109.08 |
| 2021-12-31 | $3.2M | 21k | 151.34 |