Annex Advisory Services, LLC
Holdings in UPST
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $18,426,641 | 421,373 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $10,520,375 | 207,094 | Shares | Sole | 2025-10-17 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $18,426,641 | 421,373 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $10,520,375 | 207,094 | Shares | Sole | 2025-10-17 |