Skip to main content

Legacy Advisors, LLC

SEC CIK
0001720969
Latest filing
Jul 24, 2026

UPST holding history

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

UPST overviewAll 13F holders of UPSTFull Q2 2026 holdings

Shares (Q1 2022)
0
Sold out in Q1 2022
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q2 2021
Holdings of UPST by Legacy Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20220$00.0%−1,710−100.0%Sold outHolders
Q4 20211,710$259.0K0.1%00.0%UnchangedHolders
Q3 20211,710$541.0K0.2%00.0%UnchangedHolders
Q2 20211,710$214.0K0.1%+1,710NewHolders