Position in UPST
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,923
-$1,356 QoQ
Shares Held
75
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Centerpoint Advisors, LLC holds $3,428,607 across 6 Credit Services names.
All Filings in UPST
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,923 | 75 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,279 | 75 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||