Upstart Hldgs shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Upstart Hldgs
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Quarterly reported holdings in Upstart Hldgs by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $757k | 20k | 37.41 |
| 2023-12-31 | $4.1k | 100 | 40.86 |
| 2023-09-30 | $2.9k | 100 | 28.54 |
| 2023-06-30 | $3.6k | 100 | 35.81 |
| 2023-03-31 | $1.6k | 100 | 15.89 |
| 2022-12-31 | $1.3k | 100 | 13.22 |
| 2022-09-30 | $2.0k | 100 | 20.00 |
| 2022-06-30 | $3.0k | 100 | 30.00 |
| 2022-03-31 | $11k | 100 | 110.00 |
| 2021-12-31 | $15k | 100 | 150.00 |