Upstart Hldgs shares owned by LPL Financial
Historical chart of LPL Financial investment in Upstart Hldgs
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All positions including Upstart Hldgs held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Upstart Hldgs by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.7M | 65k | 26.89 |
| 2023-09-30 | $1.6M | 56k | 28.54 |
| 2023-06-30 | $1.8M | 51k | 35.81 |
| 2023-03-31 | $790k | 50k | 15.89 |
| 2022-12-31 | $705k | 53k | 13.22 |
| 2022-09-30 | $1.4M | 69k | 20.78 |
| 2022-06-30 | $3.0M | 94k | 31.62 |
| 2022-03-31 | $11M | 101k | 109.09 |
| 2021-12-31 | $8.1M | 53k | 151.31 |
| 2021-09-30 | $12M | 38k | 316.44 |
| 2021-06-30 | $1.9M | 15k | 124.92 |
| 2021-03-31 | $488k | 3.8k | 128.90 |