Position in UPST
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$3,462
New position
Shares Held
135
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Credit Services
Financial Services · as of Jun 30, 2026Ascentis Independent Advisors holds $188,127 across 4 Credit Services names.
All Filings in UPST
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,462 | 135 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||