Dynamic Advisor Solutions LLC

SEC CIK: 0001599747
Latest filing: Jul 7, 2026

SEC filings (opens in a new tab)

UPST holding history

Upstart Holdings, Inc. in every 13F filed by Dynamic Advisor Solutions LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UPST overview All 13F holders of UPST Full Q2 2026 holdings

Shares (Q2 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2021

Holdings of UPST by Dynamic Advisor Solutions LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−2,626−100.0%	Sold out	Holders
Q1 2022	2,626	$286.0K	<0.1%	+2,626	New	Holders
Q4 2021	0	$0	0.0%	−880−100.0%	Sold out	Holders
Q3 2021	880	$278.0K	<0.1%	+880	New	Holders