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Farther Finance Advisors, LLC → UPST

Farther Finance Advisors, LLC UPST Position History

Upstart Holdings, Inc. • Financial Services

Quarters held
5
Latest value
$99K
Q3 2026
Peak value
$121K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$104K
Q4 2025$76K
Q1 2026$91K
Q2 2026$121K
Q3 2026$99K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$99K4.3K——
Q2 2026$121K3.4K——
Q1 2026$91K3.6K——
Q4 2025$76K1.7K——
Q3 2025$104K2.0K——

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