LPL Financial LLC

CIK
0001403438
City
FORT MILL
State / Country
SC

Holdings in UPST

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $349,840 8,000
2025-12-31 $4,665,160 106,681
2025-09-30 $5,667,044 111,556
2025-09-30 $406,400 8,000
2025-06-30 $4,849,512 74,977
2025-03-31 $4,309,788 93,630
2024-12-31 $5,154,578 83,719
2024-09-30 $2,416,403 60,395
2024-06-30 $1,522,805 64,553
2024-03-31 $1,748,118 65,010
2023-12-31 $2,398,073 58,690
2023-09-30 $1,602,463 56,148
2023-06-30 $1,824,734 50,956
2023-03-31 $789,860 49,708
2022-12-31 $704,771 53,311
2022-09-30 $1,435,403 69,043
2022-06-30 $2,957,608 93,536
2022-03-31 $11,064,998 101,430
2021-12-31 $8,061,566 53,282
2021-09-30 $11,982,000 37,865
2021-06-30 $1,854,765 14,850
2021-03-31 $487,863 3,786