Glass Jacobson Investment Advisors llc
Position in UPST — Upstart Holdings, Inc.
CIK 1964394
OWINGS MILLS, MD
Position in UPST
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$141
+$39 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#353
of 364 holders
Holding Since
Dec 2022
14 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, 2026Glass Jacobson Investment Advisors llc holds $559,379 across 5 Credit Services names. UPST ranks #5 (0.0% of the industry book) .
All Filings in UPST
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141 | 4 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $102 | 4 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $174 | 4 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $203 | 4 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $258 | 4 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $184 | 4 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $246 | 4 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $160 | 4 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $94 | 4 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $107 | 4 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $163 | 4 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $114 | 4 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $143 | 4 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $52 | 4 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||